SAN JOAQUIN CITY COUNCIL REGULAR MEETING
SAN JOAQUIN COUNCIL CHAMBERS
21991 COLORADO AVE (A)
SAN JOAQUIN, CA
TUESDAY, MAY 5, 2026
6:00 P.M.
MEMBERS OF THE COUNCIL WILL BE IN ATTENDANCE AT THE MEETING.
MEMBERS OF THE PUBLIC MAY ATTEND AND PARTICIPATE IN THIS MEETING
IN PERSON OR BY ZOOM OR SUBMIT WRITTEN COMMENTS AT CITY HALL OR BY EMAIL PRIOR TO THE MEETING AT [email protected].
ZOOM INFORMATION:
https://us02web.zoom.us/j/81426432958?pwd=Aj0FCg9Evebcau2p9aNepEV4BTDPaT.1 MEETING ID: 814 2643 2958
PASSCODE: 454938
TELEPHONE NUMBER: 1-669- 444-9171
The City Council welcomes you. All attendees are advised that pagers, cell phones, and any other communication devices should be powered off upon entering the Council meeting.
The City Council may consider and act on an agenda item in any order it deems appropriate. Actual timed items may be heard later but not before the time set on agenda. Persons interested in an item listed on the agenda are advised to be present throughout the meeting to ensure their presence when the item is called.
For each agenda item considered by the Council there will first be a staff presentation followed by a presentation from the involved individuals. Public comments from those in attendance will then be taken. All public comments will be limited to three minutes per person.
LEVINE ACT CONTRIBUTION PROHIBITIONS AND MANDATORY DISCLOSURE.
The Political Reform Act in Govt Code Section 84308 restricts campaign contributions over $500 to a decision-making public official from a party or participant or their agent in a proceeding involving a contract, license, permit or entitlement for use. The Act requires disclosure of the contribution and recusal where a decision-maker has received $500 or more from a party or participant to a proceeding in the prior 12 months.
A Council Member’s disclosure should be made when the agenda item is called and must include the name of the party, participant, or agent, and any other person making the contribution, the name of the recipient, the amount of the contribution, and the date the contribution was made. ______________________________________________________________ 21900 Colorado Avenue, P.O. Box 758, San Joaquin, CA 93660 (559) 693-4311, (559) 693-2193 (fax), www.cityofsanjoaquin.org CONFLICT OF INTEREST DISCLOSURES AND RECUSAL. City Council Members with a conflict of interest under the Political Reform Act are required to make disclosure when the item is called and recuse themselves
1. CALL TO ORDER – PLEDGE OF ALLEGIANCE – ROLL CALL
Adam Flores-Cornejo Mayor
Martha Mejia Mayor Pro Tem
Cristina Covarrubia Councilmember
Abel Lua Councilmember
Rosa M. Ramirez Councilmember
2. APPROVAL OF AGENDA –
3. PRESENTATION –
4. PROCLAMATION –
5. SAN JOAQUIN SUCCESSOR AGENCY – No Business
6. CONSENT CALENDAR –
All items listed under Consent Calendar are considered to be routine and will be enacted by one motion. For discussion of any Consent Item, it will be considered separately at the request of any member of the City Council or any person in the audience - A. SUBJECT: Minutes of the Regular City Council Meeting of April 7, 2026.
RECOMMENDATION: Council approve the Minutes of the Regular City Council Meeting of April 7, 2026. (Enclosure P. 1, Action Item) B. SUBJECT: Warrants #’s 057155-057270.
RECOMMENDATION: Council approve Warrant #’s 057155-057270 as presented. (Enclosure P. 4, Action Item)
C. SUBJECT: One year Contract Extension for GPUSD School Resource Officer for fiscal year 2026-27
RECOMMENDATION: Approve a one-year contract extension with the County of Fresno Sheriff’s Office for a SRO to continue at GPUSD and authorize execution by City Manager. (Enclosure P. 18, Action Item)
D. SUBJECT: Consolidating the Elections for Council Members with the November 3, 2026 Statewide General Election
RECOMMENDATION: Council by motion adopt Resolution No. 2026-15 calling and giving notice of the holding of a general municipal election to be held on Tuesday, November 3, 2026, for the election of certain officers and requesting the Board of Supervisors of the County of Fresno to consolidate and canvass the election and permit the County Clerk/Registrar of Voters to render specified services to the City of San Joaquin relating to the conduct of the municipal election to be held on November 3, 2026, and appropriating funds to pay for said services. (Enclosure P. 20, Action Item)
7. SHERIFF REPORT – (Enclosure P. 24, Informational Only)
8. CITY MANAGER REPORT – Informational Only
9. CITY ATTORNEY REPORT – Informational Only
10. COUNCILMEMBER COMMUNICATIONS/ANNOUNCEMENTS/AGENDA
ITEMS
This portion of the meeting is reserved for the Mayor and Councilmembers (i) to make brief reports on boards, committees, and other public agencies, and at public events, (ii) to initiate new matters and to request updates, (iii) and to initiate new agenda items.
Under this section the Council may take action only on items specifically agendized and which meet other requirements for actions.
11. PUBLIC FORUM –
This part of the meeting is for members of the public to address the City Council regarding items that are not listed on the agenda and within the subject matter jurisdiction of the City Council of the City of San Joaquin. If you wish to comment on an item which is not on the agenda, you may do so at this time and each speaker is limited to three (3) minutes.
Speakers are asked, but not required, to state their name and address and to use the microphone. The Council is prohibited by law from taking action on items not on the agenda. Discussion shall be limited to referring the item to staff and possible scheduling on a future council agenda.
12. PUBLIC HEARINGS –
13. SAN JOAQUIN PLANNING COMMISSION – No Business
14. OLD BUSINESS – No Business
15. NEW BUSINESS –
A. SUBJECT: A Resolution of the City Council of the City of San Joaquin of Intention to Levy and Collect the Annual Assessments for Landscape and Lighting District No. 92-3 and set the date for the required Public Hearing for June 2, 2026. (Pursuant to the Landscaping and Lighting Act of 1972)
RECOMMENDATION: Staff recommends that Council adopt Resolution No. 2026- 16 and declare the City’s intention to levy and collect the Annual Assessments for Landscape and Lighting District No. 92-3, and hold a public hearing on June 2, 2026, to hear public testimony regarding the assessments. (Enclosure P. 25, Action Item) B. SUBJECT: Resolution Awarding a Contract to Gouveia Engineering, Inc. and Authorizing the City Manager to Execute the Agreement for Engineering Services for the City of San Joaquin.
RECOMMENDATION: Adopt Resolution No. 2026-17, awarding a contract to Gouveia Engineering, Inc. and Authorizing the City manager to execute the agreement for Engineering Services for the City of San Joaquin. (Enclosure P. 67, Action Item).
C. SUBJECT: Consideration of Resolution No. 2026-18, Ratifying The Purchase of One 2026 Ford F-250 Service Vehicle for the Public Works Department From Fahrney Ford in the Amount of $60,832.15.
RECOMMENDATION: Council approval of Resolution No. 2026-18, Ratifying the Purchase of a 2026 F-250 Service Vehicle from Fahrney Ford for $60,832.15 and authorizing the City Manager to execute the purchase documents. (Enclosure P. 94, Action Item) D. SUBJECT: Purchase of a Skid Steer through Sourcewell, using authorized Grant Funds from USDA Community Facilities Program Grant.
RECOMMENDATION: Council adopt of Resolution No. 2026-19, for the purchase of a Skid Steer from Quinn Cat through Sourcewell Contract No. 020223-CAT for $71,561.01 with the use of USDA Community Facilities Program Grant and authorize City Manager or Designee to sign the contract. (Enclosure P. 102, Action Item)
16. CLOSED SESSION –
A. Pursuant to Government Code §54957(b)(1)
Public Employee Performance Evaluation
Employee: City Manager
17. ADJOURN MEETING –
NOTICE OF ADA COMPLIANCE: If you or anyone in your party needs assistance in order to attend the City Council meeting, or if you require auxiliary aids or services, e.g. hearing aids or signing services to make a presentation to the City Council, the City is happy to assist you. Please contact City Office at (559) 693-4311 so such aids or services can be arranged. Request may also be made by email to the City Clerk at [email protected] or mailed to San Joaquin City Hall, P.O. Box 758, San Joaquin, CA 93660. Accommodations should be requested as early as possible as additional time may be required in order to provide the request accommodation is suggested.
NOTICE OF AVAILABILITY OF AGENDA MATERIALS: Any writings or documents provided to a majority of the City Council regarding within 72 hours of the meeting regarding any items on this agenda will be made available for public inspection at the City Clerk’s Office located at City Hall, 21900 Colorado Avenue during normal business hours and on the City’s website at www.cityofsanjoaquin.org
CERTIFICATION OF POSTING
I, Alondra Bautista, City Clerk of the City of San Joaquin, do hereby declare that the foregoing agenda for the regular San Joaquin City Council Meeting of Tuesday, May 5, 2026 was posted at the following locations: City Hall, 21900 Colorado Avenue, San Joaquin Senior Center, 21991 Colorado Ave (B) and US Post Office 8667 Ninth Street on Friday, May 1, 2026 by 5:00 P.M. *NEXT REGULAR COUNCIL MEETING SCHEDULED TUESDAY, JUNE 2, 2026*
SAN JOAQUIN CITY COUNCIL REGULAR MEETING
MINUTES
TUESDAY, APRIL 7, 2026
1. CALL TO ORDER – PLEDGE OF ALLEGIANCE – ROLL CALL
Mayor Adam Flores-Cornejo Present
Mayor Pro Tem Martha Mejia Present
Councilmember Cristina Covarrubia Absent
Councilmember Abel Lua Present
Councilmember Rosa M. Ramirez Present
The meeting was called to order and the pledge of allegiance led by Mayor Flores-Cornejo at 6:00 p.m.
2. APPROVAL OF AGENDA –
There were no requests made. A motion was made by Councilmember Lua to approve the agenda as is, seconded by Mayor Pro Tem Mejia. Motion passed 4-0 (Absent: Covarrubia).
3. PRESENTATION –
A. SUBJECT: Mid Valley Disposal to Present Recycler of the Year Award B. SUBJECT: Presentation on the 2026 Fix Our Roads Citizens’ C. SUBJECT: Presentation on the Better Roads and Safe Streets Initiative
4. PROCLAMATION –
5. SAN JOAQUIN SUCCESSOR AGENCY – No Business
6. CONSENT CALENDAR –
A. SUBJECT: Minutes of the Regular City Council Meeting of March 3, 2026.
RECOMMENDATION: Council approve the Minutes of the Regular City Council Meeting of March 3, 2026.
B. SUBJECT: Minutes of the Special City Council Meeting of March 12, 2026. ______________________________________________________________ 21900 Colorado Avenue, P.O. Box 758, San Joaquin, CA 93660 (559) 693-4311, (559) 693-2193 (fax), www.cityofsanjoaquin.org 1 RECOMMENDATION: Council approve the Minutes of the Special City Council Meeting of March 12, 2026.
C. SUBJECT: Minutes of the Special City Council Meeting of March 26, 2026.
RECOMMENDATION: Council approve the Minutes of the Special City Council Meeting of March 26, 2026.
D. SUBJECT: Warrants #’s 057038-057154.
RECOMMENDATION: Council approve Warrant #’s 057038-057154 as presented.
E. SUBJECT: Initiation of Proceedings for the Annual Levy of Assessments for Assessment District No. 92-3, (Pursuant to the Landscaping and Lighting Act of 1972) RECOMMENDATION: Staff recommends that Council approve Resolution No. 2026- 11 Initiating Proceedings for the Annual Levy of Assessments for Assessment District No. 92-3 and to have the City Engineer prepare and file his annual report on the levy.
F. SUBJECT: Consideration of Resolution in support of the Better Roads and Safe Streets Transportation Measure
RECOMMENDATION: That the Council Consider adoption of Resolution No. 2026- 12 In Support of the Better Roads and Safe Streets Transportation Measure.
A motion was made by Councilmember Lua to adopt the consent calendar, seconded by Mayor Flores-Cornejo. Motion passed 4-0 (Absent: Covarrubia).
7. SHERIFF REPORT
Deputy Flores provided his monthly report.
8. CITY MANAGER REPORT
City Manager Cabrera provided her report.
9. CITY ATTORNEY REPORT
City Attorney provided her report.
10. COUNCILMEMBER COMMUNICATIONS/ANNOUNCEMENTS/AGENDA ITEMS No communications or announcements were made by council.
11. PUBLIC FORUM –
2 A member of the Public provided a comment.
12. PUBLIC HEARINGS –
A. SUBJECT: Approval of the 2025 Housing Element Annual Progress Report.
RECOMMENDATION: Staff recommends that the City Council adopt Resolution No. 2026-13 accepting the 2025 Housing Element Annual Progress Report (APR) and authorize staff to submit the report to the California Department of Housing and Community Development (HCD) and the Governor’s Office of Land Use and Climate Innovation (LCI).
At 7:24 p.m., Mayor Flores-Cornejo opened the hearing to the public. At 7:26 p.m., the Mayor closed the hearing to the public after no comments were made. A motion was made by Councilmember Ramirez to approve the resolution, seconded by Mayor Pro Tem Mejia.
Motion passed 4-0 (Absent: Covarrubia).
13. SAN JOAQUIN PLANNING COMMISSION – No Business
14. OLD BUSINESS – No Business
15. NEW BUSINESS –
A. SUBJECT: Request from Fresno County to enter into an agreement for the use of the Leo Cantu Community Center for the June 2026 Gubernatorial Primary and November 2026 Gubernatorial General Elections.
RECOMMENDATION: Staff recommends Council adopt Resolution No. 2026- 14, entering into an agreement with the County of Fresno for the use of the Leo Cantu Community Center for the June 2026 and November 2026 Gubernatorial Elections.
A motion was made by Councilmember Lua, seconded by Councilmember Ramirez. Motion passed 4-0 (Absent: Covarrubia).
16. CLOSED SESSION –
17. ADJOURN MEETING –
At 7:29 p.m., with no other business remaining before the City Council, a motion was made by Mayor Pro Tem Mejia to adjourn the meeting, seconded by Councilmember Ramirez.
Motion passed 4-0 (Absent: Covarrubia).
3 4
R~PORT.: Apr 14 26 Tuesday
RUN .... : Apr 14 26 Time: 09:52
Run By. : Cindy Torres
CITY OF SAN JOAQUIN
Automatic Check Listing/Update
Control Date.: 04/14/26 Cash Account No .. : 999 10110
Invoice Actual
Date l?eriod
Discount Gross
Ir.'iloice No Description Due Date Fiscal Tm G/L Account No Amount Check#.: 057160 Check Date.: 04/14/26 Vendor I.D.: ADA01 [ADAMS ASHBY GROUP, INC.) 7618- PREPARATION SERVICES FOR WATER WELL #4 04/09/26 04-26 A 100 39025 04/14/26 10-26
Check#.: 057161 Check Date.: 04/14/26 Vendor I.D.: AGUDO (AGUINIGA,JUANA) C60409- REIMBURSE FEE FOR TEMPORARY STREET CLOSURE PERMIT 04/09/26 04-26 A 100 39025 04/14/26 10-26
Check#.: 057162 Check Date.: 04/14/26 Vendor I.D.: AT&Tl (AT&T C60409- TELEPHONE SERVICES FOR 559.693.2509 04/09/26 04-26 A 100 39025 04/14/26 10-26
Check*•' 057163 Check Date.: 04/14/26 Vendor I,D,: AT&T2 (AT&T C60409- TELE?HONES SERVICES FOR 559,693,4311 04/09/26 04-26 A 100 39025 04/14/26 10-26
Check#.: 057164 Check Date,: 04/14/26 Vendor I.D.: AT&T6 (AT&T C60409- TELE?HONE SERVICES FOR 559.846.8083 04/09/26 04-26 A 100 39025 04/14/26 10-26
12000.00
15.00 50. 79
75,89
16.43 Check#,: 057165 Check Date.: 04/14/26 Vendor I.D.: BADOO (BADGER METER INC.) 80230556- B.:ACON SERVICES cOR MARCH 2026 FOR WATER METERS 04/09/26 04-26 A 100 39025 04/14/26 10-26
707.73
Check#,: 057166 Check Date.: 04/14/26 Vendor I.D.: CALPH {CALIFORNIA YOUTH OUTREACH) G?I-0226- GANG PREVENTION & INTERVENTION YOUTH 04/09/26 04-26 A 100 39025 04/14/26 10-26
20620,82
Discount
Amount
.oo
.00
.00
.oo
.00
.oo
.00
Check#.: 057167 Check Date.: 04/14/26 Vendor :.D.: CENT.II (CENTRAL SAN JOAQUIN VALLEY RMA} IN'l/0515- 4TH QUARTE:R LIABILITY INSURANCES
Check #.: 05716(! Check Date.: 04/11/26
C:60409- PAYl'IE:NT N0.12 FOR PROJECT N0.1010034-004C
'AYMENT12- Pl,i:-!ENT NO.l i:OR E'ROOJECT NO 1010034-00SC PHASE 2 04/09/26 04-26 A 100 39025
04/14/26 10-26
Vendor I. D.: CI.ADO [CLARK BROS
04/09/26 04-26 A 100 39025
04/14/26 l0-26
04/09/26 04-26 A 100 39025
04/i4/26 10-26
INC.)
** Vendor's Subtotal----->
43162.00
46339,78
33557.07
79896 .85
Check i.: 057169 Check Date.: 04/14/26 Vendor I.D.: COROl (CORBIN WILLITS SYSTEMS) '0C603151- ENHANCEMENT AND SERVICES fEES 04/09/26 04-26 A 100 39025 04/14/26 10-26
713. 52
Check#.: 057170 Check Date.: 04/14/26 Vendor I.D.: COVOl (COVARRUBIA, MAR~A CRISTINA) ~60413- PER-D!EM REIMBURSEMENT FOR MARCH CONFE:RENCE MEALS 04/13/26 04-26 A 100 39025 04/14/26 10-26
58.00 Check ff.: 057171 Check Date.: 04/14/26 Vendor I.D.: FDAOO (FIRE RISK MANAGE:MENT SERVICES) ~.AY 2a26- EMP~OYEES DENTAL AND v:sION INSURANCES
\?RI!.2026- e,;.pr O"FES ;;ENTAL AND VISION INSURANCES
04/13/26
04/14/26
04/13/26
04/14/26
04-26 A
10-26
04-26 A
10-26
100 39025 3072.97
100 39025 2920.79
.oo
.DO
.DO
.00
.00
.oo
.00
.DO
----------- --------~- Vendor's Subtotal -----> 5993.76 .oc PAGE 001
ID l/ PY-CL
CTL. SAN
Net
Amount
12000.00
15.00 50. 79
75,89
16. 43
707.73
20620.82
43162.CO
46339.78
33557.07
79896. 85
713. 52
58.00 3072. 97
2920.79
----------- 5993.76
5 ~EPORT.: Apr 14 26 Tuesday
~UN .... : Apr 14 26 Time: 09:52 ~un By.: Cindy Torres
CITY OF SAN JOAQUIN
Automatic Check Listing/Update
Control Date.: 04/14/26 Cash Account No .. : 999 10110
Invoice Actual
Date Period
Discount Gross
Invoice No Description Due Date Fiscal Tm G/L Account No J\lllount Check i,: 057172 Check Date,: 04/14/26 Vendor I.D.: FIRST (FIRST NATIONAL BANK OMAHA) C60413- PURCHASE SUPPLIES, SUBSCRIPTIONS AND HOTEL FEES 04/13/26 04-26 A 100 39025 10578.67 04/14/26 10-26
CC604::.3- PURCHASE SUPPLIES, SUBSCRIPTIONS AND ALARM SERVICE 04/13/26 04-26 A 100 39025 4782.66 04/14/26 10-26
----------- ** Vendor's Subtotal-----> 15361.33
Check#.: 057173 Check Date.: 04/14/26 Vendor I.D.: FL004 (FLORES-CORNEJO, ADAM) ::::60413- PER-DIEM REIMBURSEMENT fOR MARC!! CONFERENCE MEALS 04/13/26 04-26 A 100 39025 04/14/26 10-26
58.00 Check~.: 057174 Check Date.: 04/14/26 Vendor I.D.: FREOl (FRESNO COUNTY TREASURER) S02352l- LAW ENFORCi':MENT SERVICES FOR MARCH 2026 04/09/26 04-26 A 100 39025 04/14/26 10-26
8333.33
Check;,.: 057l75 Check Date.: 04/14/26 Vendor I.D.: FRES2 [FRESNO COUNTY TREASURER) 3023520- CONTRACT POLICE SERVICES FOR GOLDEN PLAINS UNIFIED 04/09/26 04-26 A 100 39025 04/14/26 10-26
3023521- :::ONTRACT LAW ENFORCEMENT SERVICES FOR MARCH 2026 04/09/26 04-26 A 100 39025 04/14/26 10-26
3023549- P1JRCHASE CAMERA SYSTEM fOR SHERIFF DEPARTMENT 04/13/26 04-26 A 100 39025 04/14/26 10-26
** Vendor's Subtotal----->
Check#.: 057~76 Check Date.: 04/14/26 Vendor I.D.: FROOl [FRONTIER) C60409- TELE~HONE SERV:CES ~OR 559.693.3093 04/09/26 04-26 A 100 39025 04/14/26 10-26
Steck~-: 057177 Check Date.: 04/14/26 Vendor I.D,: FR003 (FRONTIER) C60409- TELEPHONE SERVICES FOR 559,693, 2407 04/09/26 04-26 A 100 39025 04/14/26 10-26
Check#.: 057178 Check Date.: 04/14/26 Vendor I.D.: FR004 (FRONTIER) C60409- TELEPHONE SERVICES fOR 559.69~.2509 04/09/26 04-26 A 100 39025 04/14/26 10-26
Check ff,: 057179 Check Date.: 04/14/26 Vendor I.D.: FR005 (FRONTIER) ::::60409- TELEPHONE SERVICES FOR 559.693.0082 04/09/26 04-26 A 100 39025 04/14/26 10-26
19818.72
12045.80
99553. 74
----------- 131418.26
104.83
96.34 19.38
79.38 Discount
J\lllount
.00
.00
---------- .00
.00
.00
.00
,00
.00
-----~~~-~
.00
.00
.DC
.00
.00
Check i,: 057180 Check Date.: 04/14/26 Vendor I.D.: HINOl (HINDERLIER, DELIJ\MAS & ASSOCIATES) ::N060891- :::ONTRACT SERVICES-SALES TAX FOR 3RD QUAR'fER 04/09/26 04-26 A 100 39025 04/14/26 10-26
750.00
Check !J.: 057181 Check Date.: 04/14/26 Ve:1dor I.D.: HOM01 (HOME DEPOT CREDIT SERVICES) C60409- ?URCHASE su~~L~ES FOR PUBLIC WORKS DEPARTMENTS 04/09/26 04-26 A 100 39025 04/14/26 10-26
Check~-: os1:a2 Check Da~e.: 04/14/26 Vendor I.D.: IMAOO (IMAGE 2000,INC.l 341508- :Nvo:cE FOR :::OST PER COPY FOR MARCH 2026 C4/09/26 04-26 A 100 39025 04/14/26 10-26
135.47
172. 54
.00
.00
.co
PAGE OC2
ID ff PY-CL
CTL. SAN
Net
.Amount
10578.67
4782.66
------~---- 15361.33
58.00 8333.33
19818.72
12045.80
99553.74
---~~------ 131418.26
104.83
96.34 79.38
')9. 38
?50.00
135.47
172.54
6 REPORT,: Apr :4 26 Tuesday
RUN. Apr 14 26 Time: 09:52
Run 3y. : C.!_ndy Torres
!nvoice No Description
CITY OF SAN JOAQUIN
Automat.!_c Check Listing/Update
Control Date.: 04/14/26 Cash Account No .. : 999 10110
Invoice Actual
Date Period
Discount Gross
Due Date Fiscal Tm G/L Account No Amount
Discount
Amount
Check#.: 057183 Check Date.: 04/14/26 Vendor I.D.: INDOO (INDUSTRIAL CHEM LABS & SERVICES INC) 425928- PURCHASE SUPPLIES FOR LIFT STATION 04/09/26 04-26 A 100 39025 04/14/26 10-26
738.78 .00
PAGE
ID #
CTL.
003
PY-CL
'SAN
Net
Amount
738.78
------------------------------------------------------------------------------------------------------------------------------------ Cr.eek#.: 057184 Check Date.: 04/14/26 Vendor I,D.: IND03 (INDUSTRIAL CONTROL AND DESIGN, INC.) SD1170- REPAIR SERVICES FOR WATER WELL #5 04/09/26 04-26 A 100 39025 84/14/26 10-26
1232.50
Check ij,: 057185 Check Date.: 04/14/26 Vendor I.D.: JOH02 (JOHN M ELLSWORTH CO INC} :294833IN- Pl,RCHASE SU?PLIES FOR PUBLIC WORKS DEPARTMENTS 04/09/26 04-26 A 100 39025 04/14/26 10-26
367.09
Check#,: 057186 Check Date.: 04/14/26 Ve~dor I.D.: JOLOl (JOLLEY, BRYANT) C60410- PROCESSIONAL FINANCIAL SERVICES 04/10/26 04-26 A 100 39025 04/14/26 10-26
50500.00
Check#,: 057187 Check Date.: 04/14/26 Vendor I.D.: LEOOl (LEO'S TIRE SERVICES CORP) :.674- PURCHASE TIRES A."ID REPLACE TIRE ON GENERATOR 04/09/26 04-26 A 100 39025 04/:i_4/26 10-26
Check#.: 057188 Check Date.: 04/14/26 Vendor I.D.: LUAOO (LUA, ABEL) C68413- PER-DIEM REIMBURSEMENT AT SAN JOAQUIN VALLEY AIR 04/13/26 04-26 A 100 39025 04/14/26 10-26
520.54
48. 72
Check#.: 057189 Check Date.: 04/14/26 Vendor I.D.: MAD03 (MADISON ENERGY HOLDINGS LLC} )63000006- :~lOICE FOR SOLAR METER ENERGY FOR CITY fACILITIES 04/10/26 04-26 A 100 39025 04/14/26 10-26
9622.38
Check#.: 057190 Check Date.: 04/14/26 Vendor I.D.: MEJ02 (MEJIA, DORA MARTHA) 260413- E'ER-DEM RED1BURSEMENT FOR MARCH CONFERENCE ME:ALS 04/13/26 04-26 A 100 39025 58.00 04/14/26 10-26
Check;/-.: 057191 Check Date.: 04/14/26 Vendor I.D.: MID02 (MID VALLEY DISPOSAL INC,) 1\R. 2026- CONTRACT SOLID WASTE SERVICES FOR MARCF. 2026 04/13/26 04-26 A 100 39025 04/14/26 10-26
33441.06
Check#.: 057:'._92 Check Date.: 04/:4/26 Vendor I.D.: MIN0l (MINERAL KING P'JBLISHING,INC.) 72480- ADVERT FOR PUBLIC NOTICE ANNUAL HEU REPORT 04/10/26 04-26 A 100 39025 04/14/26 10-26
450.00
Check ij,: 057193 Check Date.: 04/14/26 Vendor I.D.: MONOl (MONTOY LAW CORPORATION) r"EB.2026- PKOFSSS::ONAL EGA:, SE:Rv:;:css FOR FEBRUARY 2026 Check ~.: 057194 Check Date,: 04/14/26
27:50001- i?I;RCHASE JANITORIAL AND OfFICE SUPPLIES
J2488001- PJRCHASE OffICE SUPPLIES FOR CITY fIALL
92488002- P'JRCEASE COFFEE COR :::.:rTY HA::..L
92773001- PURC!-IASS OFFICE SC'?P!,IES :"OR CITY HALL
04/10/26 04-26 A 100 39025
04/14/26 10-26
Vendor I. D,: OFFOl (ODP BUSINESS
04/10/26 04-26 A 100 39025
04/14/26 10-26
04/10/26 04-26 A 100 39025
04/14/26 10-26
04/10/26 04-26 A 100 39025
04/14/26 10-26
04/10/26 04-26 A 100 39025
04/14/26 10-26
135 ":.. 50
S0:WTIONS, LLC)
1109.60
27. 65
26. 86
6. 82
.00
.00
.00
.00
.co
.oo
.GO
.00
.oo
.GO
. 00
• 00
.00
.00
----------- ---------- Vendo:'.''s Sub<::ota.i -----> 1170.93 .00 1232.50
367.09
50500,00
520.54
48. 72
9622. 38
58.00 33441.06
450.00
l35l. 50
1109.60
27. 65
26. 86
6. 82
----------- 1:!_ 7C. 93
7 REi'ORT, : Apr 14 26 Tuesday CITY OF Sl\N JOAQUIN RUN .... : Apr 14 26 Time: 09:52 Automatic Check Listing/Update Run By.: Cindy Torres Control Date.: 04/14/26 Cash Account No .. : 999 1D110 Invoice Actual
Date Period
Discount Gross
Invoice No Description Due Date Fiscal Tm G/L Account No Amount Check ij,: 057195 Check Date,: 04/14/26 Vendor I.D.: OREOO (O'REILLY AUTOMOTIVE, INC.) 321230388- PURCHASE BATTERY FOR FORD ESCAPE EV 04/13/26 04-26 A 100 39025 04/14/26 10-26
Check#.: 057196 Check Date.: 04/14/26 Vendor I.D.: PECOO {PECK'S PRINTERY) 38245- PURCHASE CHECKS FOR CITY HALL 04/10/26 04-26 A 100 39025 04/14/26 10-26
203.45
394.10
Discount
Amount
.00
.OD
PAGE: 004
ID #: PY-CL CTL .. : SAN
Net:
Amount
203. 4 5
3H.10
C~eck #.: 057197 Check Date.: 04/14/26 Vendor I.D.: PITOl (PITNEY BOWES GLOBAL FINANCIAL SERVICE LL) cJ7703883- LEASE FOR POSTAGE METER SEND PRO C AUTO 04/10/26 04-26 A 100 39025 04/14/26 10-26
465.02 .00 465.02
Check ff.: 057198 Check Date.: 04/14/26 Vendor I.D.: PITNl (PITNEY BOWES GLOBAL FINANCIAL SERVICES Ll _ 077 4 9935- LEASE PROPERTY TAX ~EE 04/10/26 04-26 A 100 39025 04/14/26 10-26
Check#.: 057199 Check Date.: 04/14/26 Vendor I.D.: QUI02 (QUINN COMPANY) 33940404- BUCKET TRUCK RENTAL FOR PUBLIC WORKS DEPARTMENTS 04/10/26 04-26 A 100 39025 04/14/26 10-26
P.34
5700.35
Check ij,: 057200 Check Date.: 04/14/26 Vendor I.D.: RAMOS (RAMIREZ, ROSA MARIA) C60413- PER-DIEM REIMBURSEMENT FOR MARCH CONFERENCE MEALS 04/13/26 04-26 A 100 39025 58.00 04/14/26 10-26
Cr.eek JI, : 057201 Check Date, : 04 /14/26 Vendor I. D. : RUROO (RURAL DEVELOPMENT CENTERS I #03-002- CHP SAN JOAQUIN FACES OF PREVENTION:EYES WIDE OPEN 04/13/26 04-26 A 100 39025 04/14/26 10-26
9000.00
Check #.: 057202 Check Date. : 04/14/26 Vendor I. D. : SAN02 (SAN JOAQUIN VALLEY AIR) C382346- 26/27 ANNUAL PERMITS TO OPERATE 22394 W MANNING 04/10/26 04-26 A 100 39025 314 .00 04/14/26 10-26
C382351- 26/27 ANNUAL PERMITS TO OPERATE 23599 W MANNING 04/10/26 04-26 A 100 39025 314.00 04/H/26 10-26
C382400- 26/27 ANNUAL PERMITS TO OPE:RATE 8221 s SIXTH ST 04/10/26 04-26 A 100 39025 624.DC 04/14/26 10-26
----------- ** Vendor's Subtotal-----> 1252.0C
Check #.: 057203 Check Date.: 04./14/26 Vendor I.D.: SANK5 (SAN JOAQUIN UNITED) !.005- 2026 YOUTH GAANT AWARDED TO SAN JOAQUIN UNITED 04/10/26 04-26 A 100 39025 04/14/26 10-26
1.006- 2026 GRANT AWARDED TO SA,'! JOAQUIN UNITED 04/13/26 04-26 A 100 39025 04/14/26 10-26
** Vendorrs Subte>tal ----->
Check ff.: 057204 Check Date.: 04/14/26 Vendor I.D.: SEB03 [SEBAS'fIA.'I) 10865235- SECURITY Al.ARMS SERVICES FOR CITY FACILITIES 04/10/26 04-26 A 100 39025 04/14/26 10-26
Chee!< #.: 05·1205 c1,eck Date.: 04/J.4/26 Vendor I.D.: SEE05 ,SEBASTIAN) ~C865177- HIGH S?EED INTERNET ~OR CITY HALL 04/10/26 04-26 A 100 39025 04/l4/26 10-26
2087.16
221.15
----------- 2308.31
355.00
:42.05
.00 47.34
.00 570().35
.00 sa.oo
.00 9000.00
,OD 3:4 .co
.00 314.00
.JO 624.00
---------- ----------- .00 1252.00
.oo 2087,16
.00 221.15
---------- ----------- .00 2308.3:
.00 355.C0
.OD 14 2. 05
8 'l.C:PORT.
~Jt,; •.•.
bn By.
Apr 14 26 Tuesday
Apr 14 26 Time: 09:52
Cindy Torres
::woice No Description
CITY OF SAN JOAQUIN
Automatic Check Listing/Update
Control Date.: 04/14/26 Cash Account No .. : 999 10110
Invoice Actual
Date Period
Discount Gross
Due Date Fiscal Tm G/1 Account No A.~ount
Check#.: 057206 Check Date.: 04/14/26 Vendor I.D.: SEB06 {SEBASTIAN) :0866424- WIRELESS BROADBAND/HIGH SPSED INTERNET @PW DEPT, 04/10/26 04-26 A 100 39025 04/14/26 10-26
213.05
Discount
Amount
. 00
PAGE: QC5
ID #: PY-CL
CTL.: SAN
Net
Amount
213. 05
----------------------------------------------------------------------------------------------------------------------------------- Check~.: 057207 Check Date.: 04/14/26 Vendor I,D,: SEB07 {SEBASTIAN) :0864618- WIR~LESS BROADBAND/HIGH SPEED INTERNET @VFW HALL 04/10/26 04-26 A 100 39025 04/14/26 10-26
142.69 . oc 142. 69
----------------------------------------------------------------------------------------------------------------------------------- Check #.: 057208 Check ilate.: 04/14/26 Vendor I.D,: SEBOB (SEBASTIAN) ~8863969- HIGH SPEED INTERNET FOR LCCC 04/l0/26 04-26 A 100 39025 243.45 .00 243.45 04/14/26 10-26
1C8 64 3 6 6- R:i:SH SPEED INTERNET fOR LCCC 04/10/26 04-26 A 100 39025 142.05 .00 H2 .05 04/14/26 10-26
Vendor's Sub~otal -----> 385.50 .00 385.50
----------------------------------------------------------------------------------------------------------------------------------- Check#,: 057209 Check Date.: 04/14/26 Vendor I.D.: SEB09 (SEBASTIAN) :S866124- WIRELESS BROADBAt~D/HIGH SPEED INTERNET @SC 04/10/26 04-26 A 100 39025 04/14/26 10-26
284.05
Check ff.: 057210 Check Jate.: 04/14/26 Vendor I.D.: TEL01 {TELSTAR INSTRUMENTS) 131650- SERVICE REPAIR AT WATER WE;LL 1/:5 04/10/26 04-26 A 100 39025 04/14/26 10-26
766,00
Check#.: 057211 Check Date,: 04/14/26 Vendor I.D.: THE04 (THE SALVATION ARMY) 83/25/26- HOT MEALS fOR fEBRUARY 2026 04/10/26 04-26 A 100 39025 04/14/26 10-26
7682.43
.oa
,00
.00
Check#.: 057212 Check Date.: 04/14/26 Vendor I.D.: TRA05 (TRANQUILLITY FFAALUMNI A.i\fD SUPPORTERS) '.)0005- 2()26 YOUTH GRANT AWARDED FOR TRANQUILLITY FFA Check ii-.: 05 7213 Check Dace.: 04/14/26
80207083- UNIFORMS SERVICES COR PUBLIC WORKS DEPARTMENTS 80208452- UNIFORMS SERVICES FOR PUBLIC WORKS DEPARTMENTS 88210:;_ 75- UN:E'QRMS SERVICES FOR PCB.LlIC WORKS DEPARTMENTS 04/10/26 04-26 A 100 39025
04/14/26 10-26
Vendor I.D.: UNI08 (UNIFIRST
04/10/26 04-26 A 100 39025
04/14/26 10-26
04/10/26 04-26 A l0G 39025
04/14/26 10-26
04/13/26 04-26 A l0G 39025
04/14/26 10-26
1825.94 .00
CORPORATION)
193.U .oo
190.17 .00
189.76 .0G
284. 05
766.00
7682.43
:825. 94
:93.ll
190.17
18 9, 7 6
----------- ---------- ----------- Vendor's Subtotal -----> Check JI.: 057214 Check Date.: 04/"-4/26 Vendor I.D.: VER03 {VERIZON WIRELESS) 3:J29t,157- w:RELESS CELLPHONES :OR STAFF AND COUNCIL MEMBERS 04/10/26 Cll-26 A 100 39025 04/14/26 10-26
573.04 .00
1131.88 .00
Check fie.: 057215 Check Date.: 04/14/26 Vendor I.D.: WESCO (WEST HILLS COMMUNITY COLLEGE DISTRICT} '.;2660:89- _,rp._,_'i):;:·:-oRIAL TRAINING SERVICES FOR CITY RESIDENTS 04/10/26 04-26 A lOC 39025 04/14/26 10-26
9000.00
Check#.: 057216 Check Ua:::e.: 04/14/26 Vendor !.D.: WES22 (WEST SIDE PUMP CO) 2253472- RE?AIR PGE DAMAGES FOR ,l"A'!'ER WELL if5 04/10/26 04-26 A 100 39025 04/14/26 10-26
25494 .32
.00
. 00
573.04
:131.88
9080.CC
2549C32
9 ~EPORT.: Apr 14 26 Tuesday
'l'.J:,J ••.• : Apr 14 26 Time: 09: 52
~~n By.: Cindy Torres
CITY O, SAN JOAQUIN
Automatic Check Listing/Update
Control Date.: 04/14/26 Cash Account No .. : 999 10110
Invoice Actual
Date Period
Discount Gross
Invoice No ilescript~on Due Date fiscal Tm G/L Account No Amount Check#.: 057217 Check Date.: 04/14/26 Vendor I.D.: WESTl (WES:!' HILLS OIL) 3084 28- ?URC:iASE GASOLINE !'"OR PUBLIC WORKS DEPARTMENTS 04/10/26 04-26 A 100 39025 04/14/26 10-26
Check~.: 057218 Check Date.: 04/14/26 Vendor I,D,: WEST4 (DIANA OLIVA) 1126-01- 2026 YOUT:-l GRANT AWARDED TO WESTSIDE RED RIBBON 04/10/26 04-26 A 100 39025 04/14 /2 6 1()-26
1422.18
3000.00
Check#.: 051219 Check Date.: 04/14/26 Vendor I.D.: \EOCl ( ENVISION REAL':'Y INC ;COC6Crnl- ,JQ CUSTCMEi\ i\El"UND FOR ENVOOOl 04/09/26 04-26 A 100 39025 04 /14 /26 10-26
128.09
Check#.: 057220 Check Date.: 04/14/26 Vendor I.D.: \MOOS (RAFAEL C/GREGORI MENDOZA) ;JOC60401- MQ CUSTOMER REFUND FOR MEN0010 04/09/26 04-26 A 100 39025 4 .14 04/14/26 10-26
** Total Checks Paid -----> 49138D.~8
====-------
Discount
Amount
.00
.DO
.00
.oo
.DO =======::..::..::::c
PAGE: C06
ID #: PY-CL
CTL,: SAN
Net
.Amount
1422.:8
3GOO.GO
128.09
4.14 4913BO .08
~=========-
10 REPORT.: Apr :_4 26 Tuesday CITY OF SAN JOAQUIN RUN Automatic Check Listing/Update .... : Apr 14 26 Time: 09:52 Run By.: Cindy '!'orres General Ledger Accounts Summary for April 14, 2026 Accounting Period is April, 2026
PAGE: 007
ID #: PY-CL
CTL.: SAN
G/L Account No Total Amount
-------------- ------------- 100 20000 41228. 73
105 20000 21::.9. 56
106 20000 25080.80
_;_ 10 20000 3344 .10
115 20000 3344 .10
201 20000 739. 52
202 20000 6799.50
2 05 20000 11037. 86
210 20000 11602. 31
221 20000 2037 9. 13
280 20000 3199. 38
5CO 20000 58733.83
510 20000 23132.88
866 20000 7575.00
871 200CO 164484.10
880 20000 79896,85
882 20000 9000,00
883 20000 19682.43
999 10110 -491380.08
Ctr G/L Acco'.lnt No Total Amount
-------------- ------------- 210 100 20000 284.05
215 100 20000 247.69
325 500 20000 25494.32
Extension
------------- 41228.73
43348.29
68429.09
71773.19
75117 .29
75856,81
82656.31
93694.17
105296.48
125675.61
128874. 99
187608, 82
210741. 70
218316.70
382800.80
462697. 65
471697. 65
491380.08
.00
Extension
------------- 284.05
531. 74
26026.06
FUND Description ACCT Description DEPT Description
GENERAL FUND
REFUSE-COMMERCI
REFUSE-RESIDENT
RSCYCLING
Organics
MEAS C/STREET
MEAS C/FLEX
GAS TAX
LTF STRTS/ROADS
AB 1913/COPS
LANDSCAPE MAINT
WATER
SEWER
{ARPA) CLFRF
PUB SAFETY $ 2M
SRF
CTFGP-EDUCATION
24-CDBG-10014
CASH CLEARING
Accounts Payable
Accounts Payable
Accounts Payable
Accounts Payable
Accounts Payable
Accounts Payable
Accounts Payable
Accounts Payable
Accounts Payable
Accounts Payable
Accounts Payable
Accounts Payable
Accounts Payable
Accour.ts Payab~e
Accounts Payable
Accounts Payable
Accounts Pa1/able
Accounts Pa1able
Cash-Checking/Unic:ed
fUND Description ACCT Description DE?T Description
GENERAL FUND
GENERAL FUND
WATER
Accounts Payable
Accounts Payable
Accounts Payable
11 REPORT.: Apr 28 26 Tuesday
RUN.,,.: Apr 28 26 Time: 13:32
Run By.: Cindy Torres
CITY OF SAN JOAQUIN
Automatic Check Listing/Update
Control Date.: 04/28/26 Cash Account No,,: 999 10110
Invoice Actual
Date Period
Discount Gross
Invoice No Description Due Date Fiscal Tm G/L Account No Amount Check#.: 057225 Check Date,: 04/28/26 Vendor I,D,: ALHOl (PRIMO BRANDS TM) C60427- DRINKING WATER FOR CITY HALL 04/27/26 04-26 A 100 39025 04/28/26 10-26
Check#.: 057226 Check Date,: 04/28/26 Vendor I,D,: AT&Tl (AT&T C60427- TELEPHONE SERVICES FOR 559,693.2509 04/27/26 04-26 A 100 39025 04/28/26 10-26
Check#.: 057227 Check Date,: Q4/28/26 Vendor I.D.: AT&T2 (AT&T C60427- TELEPHONE SERVICES FOR 559.693.4311 04/27/26 04-26 A 100 39025 04/28/26 10-26
55.97 109.05
75.56 Discount
Amount
.00
.00
.00
Check jl,: 057228 Check Date.: 04/28/26 Vendor I.D.: ATROO (ATR MOBILE EQUIPMENT REPAIR INC) 00000893- REPAIR ROLLER !!OR PUBLIC WORKS DEPARTMENTS 04/27/26 04-26 A 100 39025 04/28/26 10-26
1831. 98
Check l.: 057229 Check Date,: 04/28/26 Vendor I.D.: CALIO {CALIFORNIA WATER SERVICES) 0058175IN- WATER & WASTEWATER TREATMENT FACILITY PLANT OPER, 04/27/26 04-26 A 100 39025 04/28/26 10-26
16613. 76
Check #.: 05 7230 Check Date. : 04/28/26 Vendor I.D.: CINOO (CINTAS CORPORATION NO. 2) 329000007- PURCHASE SUPPLIES FOR CITY FACILITIES FIRST AIDS 04/27/26 04-26 A 100 39025 136.93 04/28/26 10-26
330588412- PURCHASE SUPPLIES FOR PW DEPTS FIRST AID BOX 04/27/26 04-26 A 100 39025 94. 94 04/28/26 10-26
331129608- PURCHASE 12 FIRST AIDS KITS FOR CITY VEHICLES 04/27/26 04-26 A 100 39025 874.99 04/28/26 10-26
----------- .. Vendor's Subtotal -----> 1106. 86
Check i.: 057231 Check Date.: 04/28/26 Vendor I.O.: COROl (CORBIN WILLITS SYSTEMS) JOC604151- ENHANCEMENT AND SERVICES FEES 04/27/26 04-26 A 100 39025 04/28/26 10-26
Check j,: 057232 Check Date.: 04/28/26 Vendor I.D.: DIA03 (DIAMOND LOCKSMITHS) 015472- PURCHASE 4 EXTRAS KEYS FOR SPORTS PARK RESTROOMS 04/27/26 04-26 A 100 39025 04/28/26 10-26
713.52
40.70 .oo
.00
.00
.00
---------- .00
.00
Check#-.: 057233 Check Date.: 04/28/26 Vendor I,D,: EDCOl (ECONOMIC DEVELOPMENT CORPORATION) 10270- MEMBERSHIP FOR CITY FOR JULY 1,2025-JUNE 30,2026 04/27/26 04-26 A 100 39025 04/28/26 10-26
3500.00 . 00
Check#.: 057234 Check Date.: 04/28/26 Vendor I.D.: FDAOO {FIRE RISK MANAGEMENT SERVICES) C60427- 2024 & 2025 SPECIAL ASSESSMENT FOR MAY 2026
Check#-.: 057235 Check Date.: 04/28/26
S023575- PURCHASE RECERTIFICATION OF LIDER GUN FOR SHERIFF S023576- PURCHASE BALLISTIC VESTS FOR SHERIFF DEPARTMENT S023577- PURCHASE CAMERA SYSTEM FOR SHERIFF DEPARTMENT
S023578- PURCHASE LPR SYSTEM & INSTALLATION FOR SHERiff 04/27/26 04-26 A 100 39025
04/28/26 10-26
Vendor I,D,: FRES2 (FRESNO COUNTY
04/27 /26 04-26 A 100 39025
04/28/26 10-26
04/27/26 04-26 A 100 39025
04/28/26 10-26
04/27/26 04-26 A 100 39025
04/28/26 10-26
04/27 /26 04-26 A 100 39025
04/28/26 10-26
Vendor's Subtotal ----->
6338.70 ,00
TREASURER)
218.00 .00
7733 ,33 .00
34417.69 .00
20931. 07 .00
----------- ---------- 63300.09 .00
PAGE
ID ff
CTL.
001
PY-CL
SAN
Net
Amount
55.97 109.05
75,56
1831. 98
16613. 76
136.93
94. 94
874.99
----------- 1106. 86
713.52
40. 70
3500.00
6338.70
218.00
7733.33
34417.69
20931.07
----------- 63300.09
12 CITY OF SAN JOAQUIN
Automatic Check Listing/Update
RE:PORT. Apr 28 2 6 Tuesday
~UN.... Apr 28 26 Time: 13:32 ~un By. Cindy Torres Control Date.: 04/28/26 Cash Account No .. : 999 10110 Invoice Actual
Date Period
Discount Gross
cnvoice No Description Due Date Fiscal Tm G/L Account No Amount Check#.: 057236 Check Date.: 04/28/26 Vendor I.D.: FR002 (FRONTIER) C60427- TELEPHONE SERVICES FOR 559.693.2051 04/27/26 04-26 A 100 39025 04/28/26 10-26
201.11
Discount
Amount
.00
Check#.: 057237 Check Date.: 04/28/26 Vendor I.D.: GAR00 (GARCIA TIRE & AUTO REPAIR LLC) 26759- REPAIR FLAT TIRE E'OR PUBLIC WORKS DEPARTMENTS 04/27/26 04-26 A 100 39025 04/28/26 10-26
12.00 .oo
PAGE 002 ID JI PY-CL
CTL. SAN
Net
Amount
207 .11
12.00 ---------------------------------------~---------------------------------------~~-~------------------------------------------------- Check #.: 057238 Check Date.: 04/28/26 Vendor I.D.: GOUOl (GOUVEIA ENGINEERING INC) 19131- PROJECT: 320. 07 FHA COLORADO COURT SPR 04/28/26 04-26 A 100 39025 89.25 04/2B/26 10-26
19132- PROJECT: 325.01 PUBLIC WORKS GENERAL 04/2B/26 04-26 A 100 39025 !l9.25 04/28/26 10-26
19133- PROJECT: 340.13-2 W&LL 6 ADMINISTRATION 04/2B/26 04-26 A 100 39025 272 .25 04/2B/26 10-26
19134- PROJECT: 340 .14-2 WELL 3 • 5 MANGANESE CONSTR MGMT 04/2B/26 04-26 A 100 39025 27400.64 04/28/26 10-26
19135- PROJECT: 340.14-3 WELL 3 • 5 MANGANESE ADMIN 04/28/26 04-26 A 100 39025 2982.75 04/2B/26 10-26
19136- PROJECT: 340.15-2 WELL 4 & 6 MANGANESE CONSTR MGMT 04/28/26 04-26 A 100 39025 29504.61 04/28/26 10-26
19137- PROJECT: 340 .15-3 WELL 4 • 6 MANGANESE ADMIN 04/28/26 04-26 A 100 39025 3065.25 04/28/26 10-26
19138- PROJECT: 345. 14D ELM AVE TRAIL IMPROVEMENTS 04/28/26 04-26 A 100 39025 9165.71 04/28/26 10-26
19139- PROJECT: 355 .040 TOTLOT PLAY AREA REHABILITATION 04/28/26 04-26 A 100 39025 5625.90 04/28/26 10-26
19140- PROJECT: 375.08 TRACT 6456 SUBDIVISION 04/28/26 04-26 A 100 39025 267.75 04/2B/26 10-26
19141- PROJECT: 375. 09 TRACT 6563 NX:T 7 RANCH 04/28/26 04-26 A 100 39025 714.00 04/28/26 10-26
19142- PROJECT: 385.12 TRACT 6456 IMPROVMENT PLANS 04/28/26 04-26 A 100 39025 1240.31 04/28/26 10-26
19143- PROJECT: 390.02 ASSESSMENTS FOR LLMD 04/28/26 04-26 A 100 39025 184.54 04/28/26 10-26
19144- PROJECT: 395.11 CDBG APPLICATIONS 04/28/26 04-26 A 100 39025 2576.44 04/28/26 10-26
----------- ** Vendor's Subtotal-----> 83178.65
Check ff.: 057239- Check Date.: 04/28/26 Vendo:t· I.D.: HARRl (HARRALSON MACHINE WORKS) 1/31/2026- PURCHASE SUPPLIES E'OR PUBLIC WORKS DEPARTMENTS 04/28/26 04-26 A 100 39025 04/2B/26 10-26
648 .05
.00
.oo
.00
.00
.00
.oo
.00
.00
.00
.00
.DO
.00
.00
.oo
---------- .oo
.00
Check ff.: 057240 Check Date.: 04/28/26 Vendor I.D.: INTQO (INTERWEST CONSULTING GROUP, INC.) 3614129- PLAN CHECK FOR NEW DUPLEX MASTER PLAN 13')3 04/28/26 04-26 A 100 39025 04/28/26 10-26
85B.47
Check ff.: 057241 Check Date.: 04/28/26 Vendor I,D.: KAR0l {KRAZAN & ASSOCIATES, INC.) '90420398- PROJECT: SAN JOAQUIN WELL 3 & 5 04/28/26 04-26 A 100 39025 04/2B/26 10-26
Check ff.: 057242 Check Date.: 04/28/26 Vendor I.D.: LUA02 (LUA, OLGA) C60428- REFUND PARK DEPOSIT FOR l':VENT ON 4/4/26 AT SJSP 04/28/26 04-26 A 100 39025 04/28/26 10-26
Check#.: 057243 Check Date.: 04/2B/26 Vendor I.D.: PAC02 (PACE SUPPLY CORP) 111351211- PURCHASE SUPPLIES FOR WATER METER/RADIOS 04/28/26 04-26 A 100 39025 04/28/26 10-26
1428.80
100.00
205 .15
.00
.00
.00
.00
89.25 89.25
272. 25
27400.64
2982.75
29504.61
3065. 25
9165. 71
5625.90
2 67. 75
714 .oo
1240.31
184.54
2576.44
-~--~-~~--- 83178. 65
648.05
858.47
142B ,BO
100.00
205.15
13 REPORT.
RUN.,,,
Run By.
Apr 28 26 Tuesday
Apr 28 26 Time: 13:32
Cindy Torres
Invoice No Description
CITY OF SAN JOAQUIN
Automatic Check Listing/Update
Control Date.: 04/28/26 Cash Account No .. : 999 10110
Invoice Actual
Date Period
Discount Gross
Due Date Fiscal Tm G/L Account No .Amount
Check#.: 057244 Check Date.: 04/28/26 Vendor I.D.: PGEOO (PGE C60428- UTILITIES SERVICES FOR 22599 MANNING AVENUE 04/28/26 04-26 A 100 39025 04/28/26 10-26
23.82 Discount
.Amount
.00
PAGE 003
ID JI PY-CL
CTL. SAN
Net
Amount
23. 82
------------------------------------------------------------------------------------------------------------------------------------ Check#.: 057245 Check Date.: 04/28/26 Vendor I,D,: PGE05 {PGE C60428- UTILITIES SERVICES E'OR 8599 EIGHTH STREET 04/28/26 04-26 A 100 39025 04/28/26 10-26
Check#.: 057246 Check Date.: 04/28/26 Vendor I.D.: PGE07 (PGE C60428- UTILITIES SERVICES FOR 8751 MAIN STREET 04/28/26 04-26 A 100 39025 04/28/26 10-26
Check#.: 057247 Check Date.: 04/28/26 Vendor I.D.: PGE09 (PGE C60428- UTILITIES SERVICES FOR 22001 W MANNING AVENUE 04/28/26 04-26 A 100 39025 04/28/26 10-26
Check#.: 057248 Check Date.: 04/28/26 Vendor I,D,: PGE14 (PG&E C60428- UTILIITIES SERVICES FOR WATER WELL #6 04/28/26 04-26 A 100 39025 04/28/26 10-26
Check#.: 057249 Check Date.: 04/28/26 Vendor I.D.: PGE15 (PG&E C60428- UTILITIES SERVICES FOR WATER WELL #5 04/28/26 04-26 A 100 39025 04/28/26 10-26
867.00 .00
4 9. 24 .00
851,60 .00
743.93 .00
5784.31 .00
Check#.: 057250 Check Date.: 04/28/26 Vendor I.D.: QUA02 (QUADIENT LEASING USA, INC.) Q2302735- LEASE E'OR E'OLDING MACHINE AT CITY HALL 04/28/26 04-26 A 100 39025 04/28/26 10-26
497.05
Check#.: 057251 Check Date.: 04/28/26 Vendor I.D.: RINOO (RINCON CONSULTANTS, INC.) 73460- PROFESSIONAL PLANNING SERVICES FOR MARCH 2026 04/28/26 04-26 A 100 39025 04/28/26 10-26
Check#.: 057252 Check Date,: 04/28/26 Vendor I,D,: RINOl (RINGCENTRAL INC.) ]01413989- LEASE FOR TELEPHONES AT CITY HALL fOR MAY 2026 04/28/26 04-26 A 100 39025 04/28/26 10-26
Check#.: 057253 Check Date.: 04/28/26 Vendor I,D,: ROSOO (RSG, INC.) 15284- RSG 1485-SUCCESSOR AGENCY SERVICES
Check #.: 057254 Check Date. :
#02-001- CHP SAN JOAQUIN FACES OF PREVENTION:EYES
#03-001- CHP SAN JOAQUIN FACES OF PREVENTION:EYES
04/28/26
WIDE OPEN
WIDE OPEN
04/28/26 04-26 A 100 39025
04/28/26 10-26
Vendor I ,D.: RUROO {RURAL DEVELOPMENT
04/28/26 04-26 A 100 39025
04/28/26 10-26
04/28/26 04-26 A 100 39025
04/28/26 10-26
5579.50
302.28
68.75 CENTERS)
8081.50
8079.85
----------- H Vendor's Subtotal -----> 16161.35
.00
.00
.00
,00
.00
.00
---------- .00
Check#.: 057255 Check Date.: 04/28/26 Vendor I.D.: SANOS (SAN JOAQUIN CHAMBER OF COMMERCE) ,2- 202 6 YOUTH GRANT AWARDED TO SJ CHAMBER OF COMM:ERCE 04/28/26 04-26 A 100 39025 706.36 .00 04/28/26 10-26
'3- 202 6 YOUTH GRANT AWARDED TO SJ CHAMBER OF COMMERCE 04/28/26 04-26 A 100 39025 2649.05 .00 04/28/26 10-26
C60428- REFUND PARK DEPOSIT FOR EVENT ON 4/25/26 AT SJPRP 04/28/26 04-26 A 100 39025 100.00 .oo 04/28/26 10-26
----------- ---------- Vendor's Subtotal -----> 3455.41 .00 867.00
49.24 851. 60
743.93
5784.31
497.05
5579.50
302.28
68.75 8081. 50
8079. 85
----------- 16161.35
706,36
2649.05
100.00
----------- 3455.41
14 REPORT.: Apr 28 26 Tuesday
RUN ..•. : Apr 28 26 Time: 13:32
Run By, : Cindy Torres
Invoice No Description
CITY OF SAN JOAQUIN
Automatic Check Listing/Update
Control Date.: 04/28/26 Cash Account No .. : 999 10110
Invoice Actual
Date Period
Discount
Due Date Fiscal Tm G/L Account No
Gross
Amount
Discount
Amount
Check#.: 057256 Check Date.: 04/28/26 Vendor I.D.: SANK4 (SAN JOAQUIN INDIANS TRAVEL TEAM) 225- 2026 YOUTH GRANT AWARDED TO SJ INDIANS TRAVEL TEAM 04/28/26 04-26 A 100 39025 04/28/26 10-26
Check#.: 057257 Check Date,: 04/28/26 Vendor I.D,: SLUOl (SLUMBERGER LUMBER) C60428- PURCHASE SUPPLIES FOR PUBLIC WORKS DEPARTMENTS 04/28/26 04-26 A 100 39025 04/28/26 10-26
Check#.: 057258 Check Date.: 04/28/26 Vendor I,D,: SPAOO (PRIMO BRANDS TM) C60428- DRINKING WATER FOR PUBLIC WORKS DEPARTMENTS 04/28/26 04-26 A 100 39025 04/28/26 10-26
2633.28
12. 71
175.84
Check If.: 057259 Check Date.: 04/28/26 Vendor I.D.: STAT9 (SWRCB ACCOUNTING OFFICE) SW0343101- ANNUAL PERMIT FE.ES FOR PERIOD 04/01/26-03/31/27 04/28/26 04-26 A 100 39025 04/28/26 10-26
943.00
,00
.00
.00
.00
Check#,: 057260 Check Date.: 04/28/26 Vendor I.O.: SUP02 (SUPERIOR POOL PRODUCTS, LLC) Q2034455- PURCHASE SUPPLIES FOR WATER DEPARTMENT 04/28/26 04-26 A 100 39025 04/28/26 10-26
1 728. 95
Check ff.: 057261 Check Date.: 04/28/26 Vendor I.D.: THE04 (THE SALVATION ARMY) C60428- REIMBURSEMENT FOR EMPLOYEES TIME FOR MARCH HOTMEAL 04/28/26 04-26 A 100 39025 3056 .18 04/28/26 10-26
04/21/26- HOT MEALS FOR MARCH 2026 04/28/26 04-26 A 100 39025 7748.90 04/28/26 10-26
----------- Vendor's Subtotal-----> 10805.08
Check If.: 057262 Check Date.: 04/28/26 Vendor I,D,: THEOS (THE COUNTY OF FRESNO) :1ARCH2026- SURCHARGES FOR MARCH 2026 04/28/26 04-26 A 100 39025 04/28/26 10-26
91. 00
.00
.oo
.00
---------- .00
.00
PAGE 004
1D If PY-CL
CTL. SAN
Net
Amount
2633. 28
12. 71
175. 84
943.00
1728. 95
3056 .18
7748.90
----------- 10805. 08
91. 00
Check#.: 057263 Check Date.: 04/28/26 Vendor I.D.: TRA05 {TRANQUILLITY FFA ALUMNI AND SUPPORTERS} 00006- 2026 YOUTH GRANT AWARDED FOR TRANQUILLITY FFA
Check U.: 057264 Check Date. : 04/28/26
C60428- PAYROLL PERIOD 3/20/26 DEDUCTION FOR RETIREMENT CC60428- PAYROLL PERIOD 4/3/26 DEDUCTION FOR RETIREMENT CCC60428- PAYROLL PERIOD 4/17/26 DEDUCTION FOR RETIREMENT 04/28/26 04-26 A 100 39025
04/28/26 10-26
Vendor I.D.: TSAOl {TSA CONSULTING
04/28/26 04-26 A 100 39025
04/28/26 10-26
04/28/26 04-26 A 100 39025
04/28/26 10-26
04/28/26 04-26 A 100 39025
04/28/26 10-26
Vendor's Subtotal ----->
3758. 92
GROUP)
350.00
350.00
350.00
----------- 1050. 00
Check#.: 057265 Check Date.: 04/28/26 Vendor I.O.: TUR02 (TURBO DATA SYSTEMS, INC) :-1ARCH2026- PROFESSIONAL CITATIONS SERVICES FOR INVOICE 48483 04/28/26 04-26 A 100 39025 04/28/26 10-26
28B.28
Check ff.: 057266 Check Date.: 04/28/26 Vendor I.D.: UNI08 (UNIFIRST CORPORATION) 380211456- UNIFORMS SERVICES FOR PUBLIC WORKS DEPARTMENTS 04/28/26 04-26 A 100 39025 185.02 04/28/26 10-26
380213422- UNIFORMS SERVICES FOR PUBLIC WORKS DEPARTMENTS 04/28/26 04-26 A 100 39025 195.87 04/28/26 10-26
----------- Vendor's Subtotal -----> 380.89
.00 3758.92
.00 350.00
.00 350.00
.00 350.00
---------- ----------- ,00 1050.00
.00 288.28
.00 185.02
,00 195.87
---------- ----------- .00 380.89
15 REPORT.
RUN ...• Run By.
Apr 28 26 Tuesday
Apr 28 26 Time: 13:32
Cindy Torres
CITY OF SAN JOAQUIN
Automatic Check Listing/Update Control Date.: 04/28/26 Cash Account No .• : 999 10110 Invoice Actual
Date Period
Discount Gross
Invoice No Description Due Date Fiscal Tm G/L Account No Amount Check ff.: 057267 Check Date.: 04/28/26 Vendor I.D.: WES22 {WEST SIDE PUMP CO) 2262682- REPLACE 5000 GALLON STORAGE TANK AT WWTP 04/28/26 04-26 A 100 39025 7753 .02 04/28/26 10-26
2263215- REPAIR PUMP FOR MONITOR WELL 1'3 AT WWTP 04/28/26 04-26 A 100 39025 1460 .00 04/28/26 10-26
2 263582- REl?AIR & REl?LACE MOTOR FOR OX DITCH AT WWTP 04/28/26 04-26 A 100 39025 2597. 61 04/28/26 10-26
----------- ** Vendor's Subtotal -----> 11810.63
Check~.: 057268 Check Date.: 04/28/26 Vendor I.D.: WESTl {WEST HILLS OIL] 308651- PURCHASE GASOLINE FOR PUBLIC WORKS DEPARTMENTS 04/28/26 04-26 A 100 39025 04/28/26 10-26
Total Checks Paid----->
1110 .19
249497 .43
Discount
Amount
.00
,00
.OD
---------- .DO
.00
.00
PAGE
ID ff
CTL.
005
PY-CL
SAN
Net
Amount
7753. 02
1460. 00
2597.61
----------- 11810. 63
1110.19
249497 .43
16 REPORT.: Apr 28 26 Tuesday
RUN ••.. : Apr 28 26 Time: 13:32
Run By.: Cindy Torres
G/L Account No
100 20000
105 20000
201 20000
202 20000
205 20000
210 20000
280 20000
500 20000
510 20000
871 20000
878 20000
880 20000
882 20000
883 20000
884 20000
999 10110
CITY OF SAN JOAQUIN
Automatic Check Listing/Update
General Ledger Accounts Summary for April 28, 2026
Accounting Period is April, 2026
PAGE
ID ff,
CTL,
Total Amount Extension FUND Description ACCT Description DEPT Description 19044. 21
529.34
135. 69
2428.46
198.51
370,89
403.28
17646.71
28596.05
73731. 95
5625. 90
64654.30
16161.35
10805.08
9165.71
-249497.43
19044. 21
19573.55
19709.24
22137. 70
22336.21
22707,10
23110.38
40757.09
69353 .14
143085.09
148710, 99
213365. 29
229526. 64
240331. 72
249497,43
.00
GENERAL FUND
REFUSE-COMMERCI
MEAS C/STREE:T
MEAS C/FLEX
GAS TAX
LTF STRTS/ROADS
LANDSCAPE MAINT
WATER
SEWER
PUB SAFETY $ 2M
STATE PARK 2023
SR,
CTfGP-EDUCATION
24-CDBG-10014
REAP 2,0
CASH CLEARING
Accounts Payable
Accounts Payable
Accounts Payable
Accounts Payable
Accounts Payable
Accounts Payable
Accounts Payable
Accounts Payable
Accounts Payable
Accounts Payable
Accounts Payable
Accounts Payable
Accounts Payable
Accounts Payable
Accounts Payable
Cash-Checking/United
Ctr G/L Account No
215 100 20000
Total Amount Extension FUND Description
GENERAL FUND
WATER
ACCT Description
Accounts Payable
Accounts Payable
Accounts Payable
Accounts Payable
DEPT Description
324 500 20000
325 500 20000
410 100 20000
1071.42
2576. 44
5784.31
200.00
1071, 42
3647.86
9432.17
9632.17
WATER
GENERAL fUND
006
PY-CL
SAN
17 HAND CHECKS FOR APRIL 2026
VllNDOR VllNDOR NAMll INVOICI! DESCRIPTION Clll!CK NUMBRR CHl!CKDATI! PAYl!XACTLY PGllOO PGll llTlrnll!S SllRVICllS POR WWl'P 57155 4 8 2026 s 26.28 PGll02 P/ICIPIC GAS & llLECTllJC CO lITILITlllS Slll\VIC]lS POR Z4000 COLORADO 57156 4 8 2026 s 2.88 PGll04 PGE UTILITIBS SllRVICllS l10R 22394 W MANNING 57157 4 8 2026 $ 1,036.74 PGll07 PGll UTILITIBS SllllVICllS POR 8751 MAIN STRllllT 57158 4 0 2026 $ 96.96 PGll09 PGll llrlLITlllS smlVICllS FOR 22001 WMANNINGAV 57159 4 8 2026 $ 1,057.13 SANOS SAN TOAOUlN CHAMOllR OF COMMllRCB 2026 YOUTII GRANT AWARDED 57221 4114/2026 $ 6,505.76 SANKS SAN ICAOUlN UNITED 2026 GRANT AWARDl!DTO ST llNITllD 572Z2 4/20/2026 s 4,308.17 PGll01 PACIFIC GAS & llLECTRIC UTILITIBS SBRVICBS POR CITY FACILl'tll!S 57223 4/20/2026 $ 5,718.68 MID04 AIMTLLAlR PURCIIASI! NllW GOLF CART POR CHP GRANT 57224 4120/2026 s 10,798,00 SANKS SAN JOAOUIN UNITED INVOICES #1009 & #1008 FOR YOU'fll GRANT 57269 4/30/2026 $ 3 659.46 SANK4 SAN JOAQUIN IWDIANS TRA VBL TllAM 2026 YOUTH GRANT AWARDED TO SJ INWANS 57270 4/30/2026 $ 1,928.99
STAFF REPORT TO COUNCIL
May 5, 2026
TO: Mayor and Council
FROM: Elizabeth Cabrera, City Manager
SUBJECT: One year Contract Extension for GPUSD School Resource Officer for fiscal year 2026-27
Recommendation: Approve a one-year contract extension with the County of Fresno Sheriff’s Office for a SRO to continue at GPUSD and authorize execution by City Manager.
Executive Summary
August 2022 an agreement was entered into by City of San Joaquin (City) and County of Fresno Sheriff’s Office (County) for a School Resource Officer (SRO) to be placed at GPUSD ahead of school year 2022-23 and for up to a five-year period. The term of the agreement was a three-year term with up to two extensions of one year each. The City has received a letter stating that the County of Fresno Sheriff’s Office wishes to extend the Agreement from July 1, 2026, through June 30, 2027. (See Attachment A) This is the second and final extension. All other terms will remain in effect.
Background
On December 7, 2021 City Council approved the use of $500K towards the cost of a SRO to be placed at GPUSD. The funds being used are from a State Budget Allocation in the amount of $2Million to City of San Joaquin in fiscal year 2021-22 for the purpose of improving public safety.
The cost for the fiscal year 2022-23 is $165,571, this is determined based on 1440 hrs. of service at $114.98 rate. The rate will be determined annually by the Master of Schedule Fee (MSF) established by the County. We can anticipate there will be up to a 10% increase annually on the rate of service.
Duties that will be performed by the SRO include intervention, prevention, education, and law enforcement activities at the school premises during normal school hours and operations, between mid-August and the end of June of every year for a total of 1440 hrs. The primary goal of the SRO is to build trust amongst the community and provide a sense of school safety for students and school personnel. The SRO will provide services to the six school sites within GPUSD as needed.
The cost of the SRO will be shared between the City and GPUSD. The City will invoice GPUSD monthly for services rendered up to the agreed contract amount. 18 19
April 20, 2026
Elizabeth Cabrera, City Manager
City of San Joaquin
21900 Colorado Avenue
San Joaquin, CA 93660
Re: One-Year Extension of Agreement No. 22-370.
Dear Mrs. Cabrera,
John Zanoni
Sheriff
Fresno County Sheriff's Office
Agreement No. 22-370, which was approved by the Board of Supervisors on August 23, 2022, allowed for the option of two additional; consecutive twelve months periods upon written approval of both parties, this is the second extension, authorizing the Sheriffs Office to execute such written approval on behalf of the County.
The County of Fresno Sheriffs Office provides law enforcement services to the City of San Joaquin at six Golden Plains Unified School District schools would like to extend the Agreement from July 1, 2026 through June 30, 2027. If you, as the signing authority for the City of San Joaquin, would also like the Agreement to be extended as stated, please sign and date on the line below and return this letter by June 1, 2026 to:
David Pugliese, Captain
County of Fresno Sheriffs Office
2200 Fresno Street
Fresno, CA 93720
Sheriff
Elizabeth Cabrera, City Manager
Cc: Fine Nai
Dedicated to Protect & Serve
Law Enforcement Administration Building/ 2200 Fresno Street I P.O. Box 1788 / Fresno, California 93717 / (559) 600-8800 Equal Employment Opportunity Employer
STAFF REPORT TO COUNCIL
May 5, 2026
TO: Mayor and Council
FROM: Elizabeth Cabrera, City Manager
SUBJECT: Consolidating the Elections for Council Members with the November 3, 2026 Statewide General Election
RECOMMENDATION: Council by motion adopt Resolution No. 2026-15 calling and giving notice of the holding of a general municipal election to be held on Tuesday, November 3, 2026, for the election of certain officers and requesting the Board of Supervisors of the County of Fresno to consolidate and canvass the election and permit the County Clerk/Registrar of Voters to render specified services to the City of San Joaquin relating to the conduct of the municipal election to be held on November 3, 2026, and appropriating funds to pay for said services.
EXECUTIVE SUMMARY:
The Council Elections Department has requested that the City adopt a resolution in the form of the proposed resolution ordering the election, requesting the County to conduct the election and to consolidate the election, and determining the payment for candidate statements and for the election in general. This resolution formally calls the city election for two council member seats and requests the Fresno County Clerk/Elections Official to consolidate and conduct the city elections along with the Statewide General Election scheduled for November 3, 2026. The resolution also satisfies the Elections Code requirement that the City agrees to pay the County for services in consolidating and conducting city elections.
The proposed resolution will meet those requirements.
ATTACHMENTS:
A. Resolution No. 2026-15
20
RESOLUTION NO.2026-15
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN JOAQUIN CALLING
AND GIVING NOTICE OF THE HOLDING OF A GENERAL MUNICIPAL ELECTION TO BE HELD IN SAID CITY ON TUESDAY NOVEMBER 3, 2026, FOR THE
ELECTION OF CERTAIN OFFICERS OF SAID CITY AND REQUESTING THE
BOARD OF SUPERVISORS OF THE COUNTY OF FRESNO TO CONSOLIDATE
AND CANVASS THE GENERAL MUNICIPAL ELECTION TO BE HELD ON NOVEMBER 3, 2026 WITH THE STATEWIDE GENERAL ELECTION TO BE HELD ON THAT DATE PURSUANT TO CALIFORNIA ELECTIONS CODE SECTION 10400 ET SEQ.; TO PERMIT THE COUNTY CLERK/REGISTRAR OF VOTERS OF THE
COUNTY OF FRESNO TO RENDER SPECIFIED SERVICES TO THE CITY OF SAN
JOAQUIN RELATING TO THE CONDUCT OF SAID GENERAL MUNICIPAL ELECTION PURSUANT TO CALIFORNIA ELECTIONS CODE SECTION 10002;
AND AUTHORIZING REIMBURSEMENT FUNDS TO PAY FOR SAID SERVICES WHEREAS, the next Statewide General Election to be held in the County of Fresno will take place on November 3, 2026; and
WHEREAS, the City of San Joaquin, intends to call and order a General Municipal Election on Tuesday, November 3, 2026, for the election of two (2) council member seats; each for a 4-year term; and
WHEREAS, it is the desire of the City Council of the City of San Joaquin to adopt a Resolution requesting the Board of Supervisors of the County of Fresno to consolidate said election with the Statewide General Election pursuant to Part 3 of Division 10 of the Elections Code of the State of California (commencing with Section 10400) to be held on the same date and that, within the Cityof San Joaquin, the precincts, vote center locations, ballot drop box locations, and election officers of the two (2) elections be the same; the County Clerk/Registrar of Voters canvass the returns of the General Municipal Election; and the election be held in all respects as if there were only one (1) election; and WHEREAS, it is the desire of the City Council of the City of San Joaquin to adopt a Resolution requesting the Board of Supervisors of the County of Fresno to render specified services to the City of San Joaquin relating to the conduct of a General Municipal Election pursuant to Section 10002 of the Elections Code of the State of California; and
WHEREAS, Section 10002 of the Elections Code of the State of California requires the City of San Joaquin to reimburse the County of Fresno in full for the services performed upon presentation of a bill to the City of San Joaquin.
WHEREAS, The City Council of the City of San Joaquin has determined that each candidate for elective office who submits a statement to be sent to the voters with the sample ballot shall be charged a sum not greater than the actual prorated cost of printing, handling and translating the candidate’s statement, if any incurred by the agency as a result of providing this service.
21
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF SAN JOAQUIN as follows:
SECTION 1. A General Municipal Election is called and ordered for the City of San Joaquin to be held on November 3, 2026, for the purpose of the election of two (2) members of the City Council for a 4-year term.
SECTION 2. Pursuant to the requirements of Section 10403 of the Elections Code of the State of California, the Board of Supervisors of the County of Fresno is hereby requested to consent and agree to the consolidation of the General Municipal Election and the Statewide General Election on November 3, 2026.
SECTION 3. In accordance with the provisions of Section 10403 of the Elections Code of the State of California, the City Council of the City of San Joaquin acknowledges that the consolidated election will be held and conducted in accordance with the provisions of law regulating the Statewide General Election pursuant to Section 10418 of the Elections Code of the State of California.
SECTION 4. The Board of Supervisors of the County of Fresno is requested to direct the County Clerk/Registrar of Voters to take any and all steps necessary for and related to the holding of the consolidated election in a manner consistent with law, including, without limitation: the provision of all election materials and equipment; publication of notices; the hiring, training and supervision of election officers and other election personnel; the printing and distribution of ballot materials; the translation of ballot materials; the collection of submitted ballots; the tallying and canvassing of votes; and the certification of election results.
SECTION 5. Pursuant to Section 10002 of the Elections Code of the State of California, the City Council of the City of San Joaquin authorizes reimbursement to the County of Fresno in full for the services to be performed as herein requested and that said sum be paid to the County of Fresno upon demand and presentation of a bill to the City of San Joaquin.
SECTION 6. The candidate shall, if he/she elects to submit a statement, of no more than 200 words, to be included with the sample ballot and sent to the registered voters, pay all costs associated with said election statement. Pursuant to California Elections Code Section 13307, the candidate is required to make an estimated pre-payment to the County at the time the candidate files the nomination papers. (Certification on the Following Page)
22
THE FOREGOING RESOLUTION WAS APPROVED AND ADOPTED by the City Council of the City of San Joaquin at a regular meeting of the City Council held on the 5th of May, 2026, by the followingvote:
AYES:
NOES:
ABSTAIN:
ABSENT:
APPROVED:
Adam Flores-Cornejo, Mayor
ATTEST:
Alondra Bautista, City Clerk
23 Area 1 - San Joaquin CAD (Monthly View)
Calls for Service - Per Hour (Not Self-Initiated)
2 6
1 1 1 1
3 5
4 2
10 7
5 3
2 5
9 8
4 7
3 5
4 0 1 2 3 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 Time of Day
0 2
4 6
8 10
# of CAD Events
Calls for Service - Type
Call for Service Type # of CAD Events
VEHICLE STOP 30
9-1-1 EMERGENCY UNKNOWN 28
DIRECTED PATROL CHECK 28
AMBULANCE REQUEST 18
PATROL CHECKS 17
FOLLOW-UP 14
DOMESTIC VIOLENCE 6
MENTALLY UNSTABLE PERSON 6
COPS ACTIVITY IN SCHOOLS 4
EQUIPMENT REPAIR 4
REPOSSESSION 4
DOMESTIC DISTURBANCE 4
DISTURBANCE 4
VEHICLE CHECK 3
SUBJECT CHECK 3
MISC. INVESTIGATION 3
CHECK WELFARE 3
THREATENING CALL 2
FIRE 2
INJURED PERSON 2
COMMUNITY MEETING 2
AUDIBLE BURGLAR ALARM 2
DETAIL-SPECIAL DETAIL 2
TRESPASS 1
SUSPICIOUS ACTIVITY 1
INFORMATION 1
SURVEILLANCE 1
PRIOR PROBLEM 1
NON-SPECIFIED MISDEMEANOR 1
MISSING PERSON 21 & UNDER 1
MISSING CHILD/SENILE ADULT 1
OUT OF CONTROL JUVENILE 1
HIT AND RUN VEHICLE 1
GUNSHOTS 1
REPORTS 1
RESTRAINING ORDER VIOLATION 1
PETTY THEFT 1
CIVIL ASSIST 1
INJURY VEHICLE ACCIDENT 1
CUSTODY ORDER VIOLATION 1
DRUNK 1
CITIZEN ASSIST 1
UNWANTED SUBJECT 1
Civil Restraining Order 1
ADMINISTRATIVE MEETING 1
Totals 213
Calls for Service - By Day (Not Self-Initiated)
Day of Week # of CAD Events
Tuesday 20
Wednesday 19
Monday 13
Saturday 13
Friday 12
Sunday 11
Thursday 10
Totals 98
Total Calls for Service (Not Self-Initiated)
98 San Joaquin
0 25
50 75
# of CAD Events
Shots Fired Calls
Call Type # of CAD Events
GUNSHOTS 1
Totals 1
Total Calls for Service
213
San Joaquin
0 50
100
150
200
# of CAD Events
Traffic Accidents
Call Type # of CAD Events
HIT AND RUN VEHICLE 1
INJURY VEHICLE ACCIDENT 1
Totals 2 27
Total Reports
Generated on May 1, 2026 at 6:08 PM UTC
24 ----
-
STAFF REPORT
Date: May 5, 2026
TO: Honorable Mayor and Councilmembers
FROM: Mario B. Gouveia, City Engineer
REVIEWED BY: Elizabeth Cabrera, City Manager
SUBJECT:
A Resolution of the City Council of the City of San Joaquin of Intention to Levy and Collect the Annual Assessments for Landscape and Lighting District No. 92-3 and set the date for the required Public Hearing for June 2, 2026. (Pursuant to the Landscaping and Lighting Act of 1972)
RECOMMENDATION:
Staff recommends that Council adopt Resolution No. 2026-16 and declare the City’s intention to levy and collect the Annual Assessments for Landscape and Lighting District No. 92-3, and hold a public hearing on June 2, 2026 to hear public testimony regarding the assessments.
BACKGROUND:
On April 7, 2026, the City Council of the City of San Joaquin initiated proceedings for the Annual Levy of Assessments for Assessment District No. 92-3 (Pursuant to the Landscaping and Lighting Act of 1972), and the City Engineer was directed to prepare the Engineer’s report for the annual levy.
Three meetings are required to complete the annual assessment process. The City Engineer has prepared a preliminary Engineer’s Report of the City of San Joaquin Landscaping and Lighting District No. 92-3, dated May 2026, and filed the report with the City Clerk. At this regular meeting on May 5, 2026, the City Council will review the draft annual Engineer’s Report detailing the annual assessments and consider the attached Resolution No. 2026-16 declaring the City’s intention to levy and collect the annual assessments.
Staff is not seeking adoption of the Engineer’s Report until the third required meeting.
The attached resolution sets a public hearing on the proposed levy for June 2, 2026 at 6:00 p.m., in the regular meeting place of the Council of the City of San Joaquin, Council Chambers, 21991 Colorado Avenue, San Joaquin, California 93660. The public hearing is held to allow persons to be heard on the intention to levy assessments. During this hearing, interested persons have the opportunity to object to the proposed assessment and be heard by the legislative body. Written protests may be filed with the City Clerk at any time prior to the conclusion of the hearings. A written protest shall state all grounds of objection and shall contain a description sufficient to identify the property owned by the protesting person or persons.
The public hearing will serve as the third required meeting, and staff will seek Council’s formal adoption of the annual Engineer’s Report at that time.
The yearly assessments established for all properties within the District fund the City’s maintenance of streetlight, street, public landscape, and park facilities. The assessments for Areas 1-4 remain unchanged from last year. Assessments for lots in Areas 1 through 4 cannot be raised without a vote of the lot owners per the requirements of Proposition 218. The assessments for Areas 5 and 6 have been adjusted based upon 25 the Consumer Price Index. The Consumer Price Index increased by 2.7% in 2025. The maximum annual CPI adjustment is not to exceed 3%. In accordance with the foregoing limitations, the assessments for fiscal year 2026-2027 will increase by 2.7%.
As required by the Landscaping and Lighting Act of 19723, the preliminary Engineer’s Report for Assessment District No. 92-3 is on file with the City Clerk. The preliminary Engineer’s Report has a full and detailed description of the improvements, the boundaries of the Assessment District and any zones therein, and the proposed assessments upon the assessable lots and parcels of land within the District.
Payment of the assessment will be collected with the property tax. Any excess funds over the actual cost of maintenance and administration at the end of the year will be credited to future assessments, and any deficits may be added to future assessments.
FISCAL IMPACT:
It is anticipated the City will collect approximately $30,676.41 from the City of San Joaquin Landscaping and Lighting Maintenance District No. 92-3 Assessments to cover estimated maintenance, utility and administration expenses for Fiscal Year 2026-2027.
ATTACHMENTS:
Resolution 2026-16
Engineer’s Report May 2026
26 1 | Page 390.02 LLMD 2026-2027
RESOLUTION NO. 2026-16
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN JOAQUIN,
CALIFORNIA OF INTENTION TO LEVY AND COLLECT THE ANNUAL
ASSESSMENTS FOR LANDSCAPE AND LIGHTING DISTRICT NO. 92-3 AND SET THE DATE FOR THE REQUIRED PUBLIC HEARING FOR JUNE 2, 2026. (Pursuant to the Landscaping and Lighting Act of 1972)
WHEREAS, the City Council of the City of San Joaquin initiated proceedings for the Annual Levy of Assessments for Assessment District No. 92-3 (Pursuant to the Landscaping and Lighting Act of 1972, and directed the City Engineer to prepare and file his report with the City Council of the City of San Joaquin as required by Streets and Highways Code Section 22565 et. seq.; and
WHEREAS, the City Engineer filed his report with the City Clerk as directed.
NOW THEREFORE, by the City Council of the City of San Joaquin, County of Fresno, California, resolves as follows:
1. The foregoing recitals are true and correct and incorporated by reference.
2. The City Council of the City of San Joaquin declares its intention to seek the levy and collection of assessments under the Landscaping and Lighting Act of 1972, Part 2 of Division 15 of the Streets and Highways code (beginning with Section 22500 of said Code and herein after referred to as the “Act”) for Assessment District No. 92-3 of the City of San Joaquin (herein “District”) for fiscal year 2026-2027.
3. Said District is generally described as Tract No. 4076, Tract No. 4496-Phase I, Lots 9-12 in Block 14, Lots 1-12 in Block 24, Lots 1-12 in Block 44, Lots 25-36 in Block 43, Lots 46-48 in Block 41 in the Townsite of San Joaquin, Parcel Map No. 99-01, Parcel Map No. 98-03, Parcel Map No. 99-02, Tract No. 4816, Tract No. 4786, Tract No. 4841, Tract No. 4766, Tract No. 4829, Tract No. 4865, Tract No. 4871, Tract No. 4893, and Tract No. 5814. Improvements to be maintained are generally described as streetlights, streets, public landscaping, and parks within the District.
4. The Engineer has prepared and filed with the Clerk of the City of San Joaquin a preliminary report labeled Engineer’s Report of the City of San Joaquin Assessment District No. 92-3, dated May 2026, which reference is hereby made for a detailed description of the improvements, the boundaries of the assessment district and any zones therein, and the proposed assessments upon assessable lots and parcels of land within the District. The Engineer’s Report is hereby approved on a preliminary basis as submitted, and ordered to be filed in the Office of the City Clerk as a permanent record and to remain open to public inspection.
27 2 | Page 390.02 LLMD 2026-2027
5. The City Council of the City of San Joaquin declares its intention to conduct a Public Hearing concerning the levy of assessments for the District in accordance with Chapter 3, Section 22626 of the Act.
6. The Westside Advance, a newspaper published in Kerman, California and circulated in the City of San Joaquin is hereby designated as the newspaper in which this Resolution of Intention shall be published, and the City Clerk of the City of San Joaquin is hereby directed to cause this Resolution of Intention to be published once. Publication shall be completed not less than ten (10) days before the date set for the hearing, and by posting a copy of this resolution on the official bulletin board customarily used by the City Council for the posting of notices.
7. NOTICE IS HEREBY GIVEN that on Tuesday June 2, 2026 at 6:00 p.m., in the regular meeting place of the Council of the City of San Joaquin, Council Chambers, 21991 Colorado Avenue, San Joaquin, California 93660 is hereby fixed as the time and place for a public hearing where all interested persons shall be heard regarding the intention to levy and collect the proposed assessments. Written protests may be filed with the City Clerk at any time prior to the conclusion of the hearings. A written protest shall state all grounds of objection and shall contain a description sufficient to identify the property owned by the protesting person or persons.
8. This resolution is effective upon adoption.
The foregoing resolution was introduced and adopted at a regular meeting of the City Council of the City of San Joaquin held on the 5th day of May 2026, by the following vote, to wit:
Adam Flores-Cornejo, Mayor
City of San Joaquin
ATTEST:
I, Alondra Bautista, City Clerk of the City of San Joaquin, do hereby certify that the foregoing resolution was duly adopted and passed by the City Council at a Regular Meeting of said Council, held at the San Joaquin Council Chambers on May 5, 2026 by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
Alondra Bautista, City Clerk
28 CITY OF SAN JOAQUIN
FRESNO COUNTY, CALIFORNIA
LANDSCAPING AND LIGHTING MAINTENANCE
DISTRICT NO. 92-3
ENGINEER’S REPORT
2026 – 2027
May 2026
29 I
ASSESSMENT REPORT
INDEX
PAGE
ENGINEER'S REPORT SUBMITTAL STATEMENT ......................................................... 1 ASSESSMENT DISTRICT BOUNDARIES........................................................................ 5 DESCRIPTION OF WORK................................................................................................ 6 ASSESSMENT PROCEDURE.......................................................................................... 7 COST SUMMARY............................................................................................................. 9 ASSESSMENT ROLL ....................................................................................................... 11
ASSESSMENT DIAGRAMS
30 1 | Page 390.02 LLMD 2026-2027
CITY OF SAN JOAQUIN
FRESNO COUNTY, CALIFORNIA
LANDSCAPING AND LIGHTING MAINTENANCE DISTRICT NO. 92-3
ENGINEER’S REPORT
WHEREAS, on November 10, 1992, the City Council of the City of San Joaquin, California, pursuant to the provisions of the Landscaping and Lighting Act of 1972, California Streets and Highways Code Section 22500 et seq., adopted its Resolution No. 92-31, Resolution Initiating Proceedings for the purpose of collecting assessments to defray the cost of maintaining the street lighting, streets, public landscaping, and parks within designated areas in the City of San Joaquin, more particularly therein described;
WHEREAS, said Resolution Initiating Proceedings directed the Engineer of Work to prepare and file a report in accordance with Article 4 Chapter 1 of the Streets and Highways Code of the State of California, pursuant to Section 22585, including the estimate of costs of improvements and of the incidental expenses in connection therewith, a diagram of the assessment district, and a proposed assessment of the costs of the improvements to which Resolution Initiating Proceedings reference is hereby made for further particulars. The improvements shall consist of the maintenance of all of the street lighting facilities, streets, public landscaping, and parks located in designated areas of the City of San Joaquin.
NOW, THEREFORE, I, Mario B. Gouveia, Engineer of Work of said Assessment District No. 92- 3 by virtue of the power vested in me under said Act and the order of the City Council of the City of San Joaquin, hereby make the following annual levy of assessment in accordance with Article 4, Chapter 3 of the Streets & Highways Code of the State of California to cover the portion of the estimated cost of said work and improvements pursuant to the plans and specifications presently on file with the Clerk of the City of San Joaquin and in the Department of Public Works of the City of San Joaquin and incorporated herein by reference and the costs and expenses incidental thereto to be paid by the assessment district set forth in this Report.
As required by said Act, Assessment Diagram of City of San Joaquin Assessment District No. 92- 3 shows the assessment district and the boundaries of land within said district as they existed at the time of the passage of the Resolution Initiating Proceedings, each subdivision of land having been given a separate number by reference to County of Fresno Tax Assessor's Parcel Number.
I do hereby assess and apportion said total amount of the cost and expenses of the proposed improvement upon the several subdivisions of land liable therefore and benefited thereby all as is more particularly set forth in the assessment roll attached hereto and incorporated herein; and that the numbers of said assessment roll correspond with the numbers upon the referenced County of Fresno Assessor's Parcel Maps. Said assessment is made upon the several subdivisions of land in the district in proportion to the estimated benefits to be received by each subdivision respectively from the improvement. For a more particular description of said property, 31 32
reference is made to the assessment roll and the deeds and maps on file and of record in the office of the County Recorder of Fresno County and to the notes of said Boundary Description as set forth in the map of Proposed Boundaries of City of San Joaquin Assessment District No. 92- 3, contained in this assessment report.
Respectfully Submitted,
390.02 LLMD 2026-2027
21Page
33 ENGINEER'S REPORT
LANDSCAPING AND LIGHTING MAINTENANCE DISTRICT NO. 92-3
(Pursuant to the Landscaping and Lighting Act of 1972)
The undersigned respectfully submits the enclosed re art as directed e City Council.
Dated: May 5, 2026
By ,ff--F---~;.....,,.qe:;...----- ---- M rio B. uv · P.E., Engineer of Work I HEREBY CERTIFY that the enclosed Enginekr·s Report, together with Assessment and Assessment and Boundary Diagrams of the City J/ San Joaquin Assessment District No. 92-3, thereto attached, and was filed with me on the 5th day of May, 2026.
Alondra Bautista, City Clerk, San Joaquin,
Fresno County, California
By ________________ _
Alondra Bautista, City Clerk
I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment and Assessment and Boundary Diagrams of the City of San Joaquin Assessment District No. 92-3, thereto attached was approved and confirmed by the City Council of the City of San Joaquin, California, on the 2nd day of June, 2026, by its Resolution No. 2026-__ .
Eddy Otanez Maria, Finance Director
San Joaquin, Fresno County, California
By ________________ _
Eddy Otanez Maria, Finance Director
I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment and Assessment and Boundary Diagrams of the City of San Joaquin Assessment District No. 92-3, thereto attached was approved and confirmed by the City Council of the City of San Joaquin, California, on the 2nd day of June, 2026.
Alondra Bautista, City Clerk
San Joaquin, Fresno County, California
By ____________ ____ _
Alondra Bautista, City Clerk
390.02 LLMD 2026-2027
31Page
5 | Page 390.02 LLMD 2026-2027
CITY OF SAN JOAQUIN
LANDSCAPING AND LIGHTING MAINTENANCE DISTRICT NO. 92-3
ASSESSMENT DISTRICT BOUNDARIES
The boundaries of the Assessment District are generally described as:
1. Tract No. 4076, Colorado Estates recorded November 29, 1990 in Volume 51 of Plats at Pages 92 & 93, Fresno County Records.
2. Tract No. 4496, Phase 1 recorded December 15, 1992 in Volume 55 of Plats at Pages 23 & 24, Fresno County Records.
3. Lots 9 through 12 in Block 14, Lots 1 through 12 in Block 24, Lots 1 through 12 in Block 44 and Lots 25 through 36 in Block 43, all in the Townsite of San Joaquin, according to the map thereof recorded in Book 7, Pages 83, 84, and 85 of Plats, Fresno County Records.
4. Lots 46-48 in Block 41 in the Townsite of San Joaquin according to the map thereof recorded in Book 7, Pages 83, 84, and 85 of Plats, Fresno County Records.
5. Parcel Map No. 99-01, recorded November 18, 1999 in Volume 60 of Parcel Maps at Page 4, Fresno County Records.
6. Parcel Map No. 98-03, recorded July 2, 1999 in Volume 59 of Parcel Maps at Page 70, Fresno County Records.
7. Parcel Map No. 99-02, recorded March 9, 2000 in Volume 60 of Parcel Maps at Page 40, Fresno County Records.
8. Tract No. 4816, Joaquin Park II, recorded February 19, 1997 in Volume 60 of Plats at Page 51, Fresno County Records.
9. Tract No. 4786, Casa Mia Estates, recorded November 10, 1997 in Volume 61 of Plats at Pages 46 & 47, Fresno County Records.
10. Tract No. 4841, Casa Mia Estates II recorded July 23, 1998 in Volume 61 of Plats at Pages 76 & 77, Fresno County Records.
11. Tract No. 4766, recorded August 31, 1998 in Volume 61 of Plats at Pages 91 and 92, Fresno County Records.
12. Tract No. 4829, Joaquin Park III recorded September 15, 1998 in Volume 61 of Plats at Pages 97 & 98, Fresno County Records.
13. Tract No. 4865, Monterey Pines recorded January 22, 1999 in Volume 62 of Plats at Page 54, Fresno County Records.
14. Tract No. 4871, Casa Mia Estates III recorded October 28, 2004 in Volume 70 at Pages 94 and 95 Fresno County Records.
15. Tract No. 4893, Casa Mia Estates IV recorded August 16, 2005 in Volume 73 of Plats at Pages 38 and 39 Fresno County Records.
16. Tract No. 5814, recorded November 20, 2007 in Volume 80 of Plats at Pages 18& 19, Fresno County Records.
34 6 | Page 390.02 LLMD 2026-2027
CITY OF SAN JOAQUIN
LANDSCAPING AND LIGHTING MAINTENANCE DISTRICT NO. 92-3
DESCRIPTION OF WORK
AREA 1 – Tract No. 4076, Tract No. 4786, and Tract No. 4841 Maintenance of street lights and streets, including sidewalks, within Tract No. 4076, Tract No. 4786 and Tract No. 4841, along the following streets: northeast half of Colorado Avenue; Colorado Court; northwest half of Fifth Street; Nevada Avenue; Fourth Street, Annabella Avenue, Third Street, White Avenue and California Avenue.
AREA 2 – Tract No. 4496, Phase 1, Tract No. 4766, and Tract No. 4865 Maintenance of public landscape areas, street lights, and streets, including sidewalks within Tract No. 4496, Tract No. 4766, and Tract No. 4865, along the following streets: northeast half of California Avenue; northwest half of Main Street; southeast half of Eighth Street; Ninth street; Orlando Court; Punjab Avenue; and Arizona Avenue.
AREA 3 – Portions of Blocks 14, 24, 43, and 44 of the Townsite of San Joaquin, Tract No. 4816, and Tract No. 4829
Maintenance of street lights and streets, including sidewalks, along the following streets: southeast half of 12th Street, from the southwest line of Lot 9 in Block 14 to the southwest boundary of Arizona Avenue; northwest half of 12th Street, from the centerline of California Avenue to the southwest boundary of Arizona Avenue; California Avenue, from southeast boundary of Lot 12 in Block 24 to the centerline of 12th Street; northeast half of California Avenue, from the centerline of 12th Street to the northwest boundary of Lot 34 in Block 43; southwest half of Arizona Avenue, from the southeast line of Lot 12 in Block 44 to the northwest boundary of Lot 25 in Block 43; all in the Townsite of San Joaquin.
Maintenance of public landscape areas, street lights and streets, including sidewalks, within Tract No. 4816 and Tract No. 4829 along the northeast half of California Avenue and the southeast half of Main Street, Punjab Street, Deep Street and Aman Street.
AREA 4 – PM No. 99-01, PM No. 98-03, and PM No. 99-02
Maintenance of street lights and streets, including sidewalks, within Parcel Map No. 99-01, Parcel Map No. 98-03, and Parcel Map No. 99-02, along the north half of Manning Avenue and the northeast half of Colorado Avenue.
AREA 5 – Tract No. 4871 and Tract No. 4893
Maintenance of street lights and streets, including sidewalks, within Tract No. 4871 and 4893 along the following streets: northeast half of Colorado Avenue; Elm Avenue; First Street; First Court; Annabella Avenue; Second Street and Second Court.
AREA 6 – Tract No. 5814
Maintenance of street lights and streets, including sidewalks along public streets within Tract No. 5814 along Main Street, Arizona Street, Deep Street and Aman Street. Also included is maintenance of landscaping along Main Street bordering Tract No. 5814.
35 7 | Page 390.02 LLMD 2026-2027
CITY OF SAN JOAQUIN
LANDSCAPING AND LIGHTING MAINTENANCE DISTRICT NO. 92-3
ASSESSMENT PROCEDURE
The assessment district boundaries coincide with the boundaries of six specific development projects within the city limits of the City of San Joaquin. Each project is designated as Area 1, Area 2, Area 3, Area 4, Area 5 and Area 6 respectively, as described herein.
Assessments for lots in Areas 1 through 4 cannot be raised without a vote of the lot owners per the requirements of Proposition 218. Assessments for Areas 5 and 6 are adjusted annually based on the Consumer Price Index (CPI). The maximum annual CPI adjustment is not to exceed 3%.
The total net costs for each area are as follows:
Area 1 $ 5,537.60
Area 2 $ 5,729.10
Area 3 $ 4,600.86
Area 4 $ 1,910.42
Area 5 $ 10,394.24
Area 6 $ 2,504.19
Total Cost $ 30,676.41
The total numbers of parcels is 358 and are described by Area designation as follows:
Area 1 contains seventy-six (76) single-family residential lots, four (4) residential lots zoned for duplexes, one (1) 4.39-acre parcel zoned for a residential planned unit development, and four (4) commercial lots.
The duplex lots and single-family lots are assessed for maintenance of fronting street and street light improvements on Fifth Street, Nevada Avenue, Third Street, Fourth Street, Annabella Avenue, White Avenue and California Avenue on a per lot basis. The one (1) residential planned unit development parcel and the four (4) commercial lots are not assessed.
There are five (5) parcels in Area 1 that are owned by the County of Fresno Housing Authority which are tax-exempt and are not assessed.
Area 2 contains sixty-five (65) single-family residential lots, and one (1) park parcel. The single-family residential lots and park parcel are assessed for maintenance of fronting street, street light and side yard landscaping along California Avenue and Main Street on a per lot basis.
Area 3 contains thirty-five (35) single-family residential lots and fifty-two (52) lots containing half of a duplex.
Each lot is assessed for maintenance of fronting street, landscaping, and street light improvements on 12th Street, California Avenue, Punjab Street, Deep Street, Aman Street, Main Street and Arizona Avenue.
Area 4 contains five (5) commercial lots. Each lot is assessed an equal share for maintenance of fronting street and street light improvements on Manning Avenue and Colorado Avenue. Assessments vary by parcel size.
Area 5 contains sixty-two (62) single-family residential lots and one (1) commercial lot. The single-family residential lots and commercial lot are assessed for maintenance of fronting street, landscaping and light 36 8 | Page 390.02 LLMD 2026-2027
improvements on Colorado Avenue; Elm Avenue; First Street; Second Street; Annabelle Avenue; First Court and Second Court. Assessments in Area 5 are subject to adjustments based on changes in the Consumer Price Index (CPI). The maximum allowable assessment increase is equal to the change in CPI and shall not exceed 3.0%. The CPI increased 2.7% in 2025. In accordance with the foregoing limitations, the assessments for fiscal year 2026-2027 will increase by 2.7%.
Area 6 contains forty-nine (49) multi-family residential lots and four (4) outlots. The multi-family lots are assessed for maintenance of fronting streets and lighting facilities, and landscaping along Main Street. The four (4) outlots are not assessed. Assessments in Area 6 are subject to adjustments based on changes in the Consumer Price Index (CPI). The maximum allowable assessment increase is equal to the change in CPI and shall not exceed 3.0%. The CPI increased 2.7% in 2025. In accordance with the foregoing limitations, the assessments for fiscal year 2026-2027 will increase by 2.7%.
Formation and incidental costs were assessed to each parcel or lot on an equal basis. 37 9 | Page 390.02 LLMD 2026-2027
CITY OF SAN JOAQUIN
LANDSCAPING AND LIGHTING MAINTENANCE DISTRICT NO. 92-3
COST SUMMARY
2026 – 2027
ESTIMATE OF ASSESSMENT DISTRICT IMPROVEMENT COSTS
The estimate of Assessment District improvement costs for fiscal year 2026-2027 is as follows:
AREA 1
1. INCIDENTAL COSTS $ 709.02
2. UTILITIES COST 844.01
3. MAINTENANCE COST 3,984.57
TOTAL COSTS $ 5,537.60
TOTAL COST TO ASSESSMENT $ 5,537.60
TOTAL NUMBER OF ELIGIBLE PARCELS 80
TOTAL NUMBER OF PARCELS 85
(80 lots @ $69.22 and 5 lots @ $0.00)
AREA 2
1. INCIDENTAL COSTS $ 733.60
2. UTILITIES COST 873.28
3. MAINTENANCE COST 4,122.22
TOTAL COSTS $ 5,729.10
TOTAL COST TO ASSESSMENT $ 5,729.10
TOTAL NUMBER OF ELIGIBLE PARCELS 65
TOTAL NUMBER OF PARCELS 65
(65 lots @ $88.14)
AREA 3
1. INCIDENTAL COSTS $ 589.08
2. UTILITIES COST 701.24
3. MAINTENANCE COST 3,310.54
TOTAL COSTS $ 4,600.86
TOTAL COST TO ASSESSMENT $ 4,600.86
TOTAL NUMBER OF ELIGIBLE PARCELS 87
TOTAL NUMBER OF PARCELS 87
(35 lots @ $73.54 and 52 lots @ $38.98)
38 10 | Page 390.02 LLMD 2026-2027
AREA 4
1. INCIDENTAL COSTS $ 244.60
2. UTILITIES COST 291.18
3. MAINTENANCE COST 1,374.64
TOTAL COSTS $ 1,910.42
TOTAL COST TO ASSESSMENT $ 1,910.42
TOTAL NUMBER OF ELIGIBLE PARCELS 5
TOTAL NUMBER OF PARCELS 5
(Varies by Parcel Size)
AREA 5
1. INCIDENTAL COSTS $ 1,330.85
2. UTILITIES COST 1,584.20
3. MAINTENANCE COST 7,479.19
TOTAL COSTS $ 10,394.24
TOTAL COST TO ASSESSMENT $ *10,391.68
TOTAL NUMBER OF ELIGIBLE PARCELS 63
TOTAL NUMBER OF PARCELS 63
(62 lots @ *$157.94 and 1 lot @ $599.40)
AREA 6
1. INCIDENTAL COSTS $ 320.66
2. UTILITIES COST 381.74
3. MAINTENANCE COST 1,801.79
TOTAL COSTS $ 2,504.19
TOTAL COST TO ASSESSMENT $ *2,503.90
TOTAL NUMBER OF ELIGIBLE PARCELS 49
TOTAL NUMBER OF PARCELS 49
(49 lots @ $51.10)
* Amount rounded down one cent to conform to County Auditor requirements that the amount to be billed to the tax payer must be an even amount (divisible by 2) 39 ASSESSMENT ROLL
40 ASSESSMENT ROLL
CITY OF SAN JOAQUIN
FRESNO COUNTY, CALIFORNIA
LANDSCAPING AND LIGHTING MAINTENANCE DISTRICT NO.92.3
(Fiscal Year 2026-2027)
ASSESSMENT
DIAGRAM NUMBER CODE LOT NO.
ASSESSOR’S
PARCEL NUMBER
TOTAL
ASSESSMENT
11 | Page 390.02 LLMD 2026-2027
001 6195 1 033-210-01ST $00.00
002 6195 2 033-210-02ST $00.00
003 6195 3 033-210-03ST $00.00
004 6195 4 033-210-04ST $00.00
005 6195 5 033-210-05ST $00.00
006 6195 6 033-210-06S $69.22
007 6195 7 033-210-07S $69.22
008 6195 8 033-210-08S $69.22
009 6195 9 033-210-09S $69.22
010 6195 10 033-210-10S $69.22
011 6195 11 033-210-11S $69.22
012 6195 12 033-210-12S $69.22
013 6195 13 033-210-13S $69.22
014 6195 14 033-210-14S $69.22
015 6195 15 033-210-15S $69.22
016 6195 16 033-210-16S $69.22
017 6195 17 033-210-17S $69.22
018 6195 18 033-210-18S $69.22
019 6195 19 033-210-19S $69.22
020 6195 20 033-210-20S $69.22
021 6195 21 033-210-21S $69.22
022 6195 22 033-210-22S $69.22
023 6195 23 033-210-23S $69.22
024 6195 24 033-210-24S $69.22
025 6195 25 033-210-25S $69.22
026 6195 26 033-210-26S $69.22
027 6195 27 033-210-27S $69.22
028 6195 28 033-210-28S $69.22
029 6195 29 033-210-29S $69.22
030 6195 1 033-221-05S $88.14
031 6195 2 033-221-04S $88.14
032 6195 3 033-221-03S $88.14
033 6195 4 033-221-02S $88.14
034 6195 5 033-221-01S $88.14
035 6195 6 033-221-06S $88.14
036 6195 7 033-221-07S $88.14
41 (Fiscal Year 2026-2027)
ASSESSMENT
DIAGRAM NUMBER CODE LOT NO.
ASSESSOR’S
PARCEL NUMBER
TOTAL
ASSESSMENT
12 | Page 390.02 LLMD 2026-2027
037 6195 8 033-221-08S $88.14
038 6195 9 033-221-09S $88.14
039 6195 10 033-221-10S $88.14
040 6195 11 033-221-11S $88.14
041 6195 12 033-221-12S $88.14
042 6195 13 033-221-13S $88.14
043 6195 14 033-221-14S $88.14
044 6195 15 033-221-15S $88.14
045 6195 16 033-221-16S $88.14
046 6195 17 033-221-17S $88.14
047 6195 18 033-221-18S $88.14
048 6195 19 033-221-19S $88.14
049 6195 20 033-221-20S $88.14
050 6195 21 033-221-21S $88.14
051 6195 22 033-221-22S $88.14
052 6195 23 033-221-23S $88.14
053 6195 24 033-221-24S $88.14
054 6195 25 033-221-25S $88.14
057 6195 1 033-240-01S $73.54
058 6195 2 033-240-02S $73.54
059 6195 3 033-240-03S $73.54
060 6195 4 033-240-04S $73.54
061 6195 5 033-240-05S $73.54
062 6195 6 033-240-06S $73.54
063 6195 7 033-240-07S $73.54
064 6195 8 033-240-08S $73.54
065 6195 9 033-240-09S $73.54
066 6195 10 033-240-10S $73.54
067 6195 11 033-240-11S $73.54
068 6195 12 033-240-12S $73.54
069 6195 13 033-240-13S $73.54
070 6195 14 033-240-14S $73.54
071 6195 15 033-240-15S $73.54
072 6195 16 033-232-01S $73.54
073 6195 17 033-232-02S $73.54
074 6195 18 033-232-03S $73.54
075 6195 19 033-232-04S $73.54
076 6195 20 033-232-05S $73.54
077 6195 21 033-232-06S $73.54
078 6195 22 033-232-07S $73.54
079 6195 23 033-232-08S $73.54
080 6195 24 033-232-09S $73.54
081 6195 25 033-232-10S $73.54
42 (Fiscal Year 2026-2027)
ASSESSMENT
DIAGRAM NUMBER CODE LOT NO.
ASSESSOR’S
PARCEL NUMBER
TOTAL
ASSESSMENT
13 | Page 390.02 LLMD 2026-2027
082 6195 26 033-231-10S $73.54
083 6195 27 033-231-09S $73.54
084 6195 28 033-231-08S $73.54
085 6195 29 033-231-07S $73.54
086 6195 30 033-231-06S $73.54
087 6195 31 033-231-05S $73.54
088 6195 32 033-231-04S $73.54
089 6195 33 033-231-03S $73.54
090 6195 34 033-231-02S $73.54
091 6195 35 033-231-01S $73.54
102 6195 2 033-040-86S $69.56
103 6195 3 033-040-91S $219.70
104 6195 1 033-231-53S $38.98
105 6195 2 033-231-52S $38.98
106 6195 3 033-231-51S $38.98
107 6195 4 033-231-50S $38.98
108 6195 5 033-231-49S $38.98
109 6195 6 033-231-48S $38.98
110 6195 7 033-231-47S $38.98
111 6195 8 033-231-46S $38.98
112 6195 9 033-231-45S $38.98
113 6195 10 033-231-44S $38.98
114 6195 11 033-231-43S $38.98
115 6195 12 033-231-42S $38.98
116 6195 13 033-231-41S $38.98
117 6195 14 033-231-40S $38.98
118 6195 15 033-231-39S $38.98
119 6195 16 033-231-38S $38.98
120 6195 17 033-231-37S $38.98
121 6195 18 033-231-36S $38.98
122 6195 1 033-250-01S $69.22
123 6195 2 033-250-02S $69.22
124 6195 3 033-250-03S $69.22
125 6195 4 033-250-04S $69.22
126 6195 5 033-250-05S $69.22
127 6195 6 033-250-06S $69.22
128 6195 7 033-250-07S $69.22
129 6195 8 033-250-08S $69.22
130 6195 9 033-250-09S $69.22
131 6195 10 033-250-10S $69.22
132 6195 11 033-250-11S $69.22
133 6195 12 033-250-12S $69.22
134 6195 13 033-250-13S $69.22
43 (Fiscal Year 2026-2027)
ASSESSMENT
DIAGRAM NUMBER CODE LOT NO.
ASSESSOR’S
PARCEL NUMBER
TOTAL
ASSESSMENT
14 | Page 390.02 LLMD 2026-2027
135 6195 14 033-250-14S $69.22
136 6195 15 033-250-15S $69.22
137 6195 16 033-250-16S $69.22
138 6195 17 033-250-17S $69.22
139 6195 18 033-250-18S $69.22
140 6195 19 033-250-19S $69.22
141 6195 20 033-250-20S $69.22
142 6195 21 033-250-21S $69.22
143 6195 22 033-250-22S $69.22
144 6195 23 033-250-23S $69.22
145 6195 24 033-250-24S $69.22
147 6195 1 033-250-26S $69.22
148 6195 2 033-250-27S $69.22
149 6195 3 033-250-28S $69.22
150 6195 4 033-250-29S $69.22
151 6195 5 03-3250-30S $69.22
152 6195 6 033-250-31S $69.22
153 6195 7 033-250-32S $69.22
154 6195 8 033-250-33S $69.22
155 6195 9 033-250-34S $69.22
156 6195 10 033-250-35S $69.22
157 6195 11 033-250-36S $69.22
158 6195 12 03-3250-37S $69.22
159 6195 13 033-250-38S $69.22
160 6195 14 033-250-39S $69.22
161 6195 15 033-250-40S $69.22
162 6195 16 033-250-41S $69.22
163 6195 17 033-250-42S $69.22
164 6195 18 033-250-43S $69.22
165 6195 19 033-250-44S $69.22
166 6195 20 033-250-45S $69.22
167 6195 21 033-250-46S $69.22
168 6195 22 033-250-47S $69.22
169 6195 23 033-250-48S $69.22
170 6195 24 033-250-49S $69.22
171 6195 25 033-250-50S $69.22
172 6195 26 033-250-51S $69.22
173 6195 27 033-250-52S $69.22
174 6195 28 033-250-53S $69.22
175 6195 29 033-25-054S $69.22
176 6195 30 033-250-55S $69.22
177 6195 31 033-250-56S $69.22
178 6195 32 033-250-57S $69.22
44 (Fiscal Year 2026-2027)
ASSESSMENT
DIAGRAM NUMBER CODE LOT NO.
ASSESSOR’S
PARCEL NUMBER
TOTAL
ASSESSMENT
15 | Page 390.02 LLMD 2026-2027
179 6195 1 033-221-27S $88.14
180 6195 2 033-221-28S $88.14
181 6195 3 033-221-29S $88.14
182 6195 4 033-221-30S $88.14
183 6195 5 033-221-31S $88.14
184 6195 6 0332-21-32S $88.14
185 6195 7 033-221-33S $88.14
186 6195 8 033-221-34S $88.14
187 6195 9 033-221-35S $88.14
188 6195 10 033-221-36S $88.14
189 6195 11 033-221-37S $88.14
190 6195 12 033-221-38S $88.14
191 6195 13 033-221-39S $88.14
192 6195 14 033-221-40S $88.14
193 6195 15 033-221-41S $88.14
194 6195 16 033-221-42S $88.14
195 6195 17 033-221-43S $88.14
196 6195 18 033-221-44S $88.14
197 6195 19 033-221-45S $88.14
198 6195 20 033-221-46S $88.14
199 6195 21 033-221-47S $88.14
200 6195 22 033-221-48S $88.14
201 6195 23 033-221-49S $88.14
202 6195 24 033-221-50S $88.14
203 6195 25 033-221-51S $88.14
204 6195 26 033-221-52S $88.14
205 6195 27 033-221-53S $88.14
206 6195 28 033-221-54S $88.14
207 6195 1 033-231-35S $38.98
208 6195 2 033-231-34S $38.98
209 6195 3 033-231-33S $38.98
210 6195 4 033-231-32S $38.98
211 6195 5 03-3231-31S $38.98
212 6195 6 033-231-30S $38.98
213 6195 7 033-231-29S $38.98
214 6195 8 033-231-28S $38.98
215 6195 9 033-231-27S $38.98
216 6195 10 033-231-26S $38.98
217 6195 11 033-231-25S $38.98
218 6195 12 033-231-24S $38.98
219 6195 13 033-231-23S $38.98
220 6195 14 033-231-22S $38.98
221 6195 15 033-231-21S $38.98
45 (Fiscal Year 2026-2027)
ASSESSMENT
DIAGRAM NUMBER CODE LOT NO.
ASSESSOR’S
PARCEL NUMBER
TOTAL
ASSESSMENT
16 | Page 390.02 LLMD 2026-2027
222 6195 16 033-231-20S $38.98
223 6195 17 033-231-19S $38.98
224 6195 18 033-231-18S $38.98
225 6195 19 033-231-17S $38.98
226 6195 20 033-231-16S $38.98
227 6195 21 033-231-15S $38.98
228 6195 22 033-231-14S $38.98
229 6195 23 033-233-01S $38.98
230 6195 24 033-233-02S $38.98
231 6195 25 033-233-03S $38.98
232 6195 26 033-233-04S $38.98
233 6195 27 033-233-05S $38.98
234 6195 28 033-233-06S $38.98
235 6195 29 033-234-01S $38.98
236 6195 30 03-3234-02S $38.98
237 6195 31 033-234-03S $38.98
238 6195 32 033-234-04S $38.98
239 6195 33 033-234-05S $38.98
240 6195 34 033-234-06S $38.98
241 6195 1 033-260-01S $88.14
242 6195 2 033-260-02S $88.14
243 6195 3 033-260-03S $88.14
244 6195 4 033-260-04S $88.14
245 6195 5 033-260-05S $88.14
246 6195 6 033-260-06S $88.14
247 6195 7 033-260-07S $88.14
248 6195 8 033-260-08S $88.14
249 6195 9 033-260-09S $88.14
250 6195 10 033-260-10S $88.14
251 6195 11 033-260-11S $88.14
252 6195 12 033-260-12S $88.14
254 6195 2 033-040-87S $152.96
255 6195 1 033-040-88S $927.58
256 6195 1 033-040-89S $540.62
257 6195 1 033-270-01S $157.94
258 6195 2 033-270-02S $157.94
259 6195 3 033-270-03S $157.94
260 6195 4 033-270-04S $157.94
261 6195 5 033-270-05S $157.94
262 6195 6 033-270-06S $157.94
263 6195 7 033-270-07S $157.94
264 6195 8 033-270-08S $157.94
265 6195 9 033-270-09S $157.94
46 (Fiscal Year 2026-2027)
ASSESSMENT
DIAGRAM NUMBER CODE LOT NO.
ASSESSOR’S
PARCEL NUMBER
TOTAL
ASSESSMENT
17 | Page 390.02 LLMD 2026-2027
266 6195 10 033-270-10S $157.94
267 6195 11 033-270-11S $157.94
268 6195 12 033-270-12S $157.94
269 6195 13 033-270-13S $157.94
270 6195 14 033-270-14S $157.94
271 6195 15 033-270-15S $157.94
272 6195 16 033-270-16S $157.94
273 6195 17 033-270-17S $157.94
274 6195 18 033-270-18S $157.94
275 6195 19 033-270-19S $157.94
276 6195 20 033-270-20S $157.94
277 6195 21 033-270-21S $157.94
278 6195 22 033-270-22S $157.94
279 6195 23 033-270-23S $157.94
280 6195 24 033-270-24S $157.94
281 6195 25 033-270-25S $157.94
282 6195 26 033-270-26S $157.94
283 6195 27 033-270-27S $157.94
284 6195 28 033-270-28S $157.94
285 6195 31 033-270-31S $157.94
286 6195 30 033-270-30S $157.94
287 6195 29 033-270-29S $157.94
288 6195 32 033-270-32S $599.40
289 6195 5 033-270-34S $157.94
290 6195 6 033-270-35S $157.94
291 6195 7 033-270-36S $157.94
292 6195 8 033-270-37S $157.94
293 6195 9 033-270-38S $157.94
294 6195 10 033-270-39S $157.94
295 6195 11 033-270-40S $157.94
296 6195 12 033-270-41S $157.94
297 6195 13 03-3270-42S $157.94
298 6195 14 033-270-43S $157.94
299 6195 15 033-270-44S $157.94
300 6195 16 033-270-45S $157.94
301 6195 17 033-270-46S $157.94
302 6195 18 033-270-47S $157.94
303 6195 19 033-270-48S $157.94
304 6195 20 033-270-49S $157.94
305 6195 21 033-270-50S $157.94
306 6195 22 033-270-51S $157.94
307 6195 23 033-270-52S $157.94
308 6195 24 033-270-53S $157.94
47 (Fiscal Year 2026-2027)
ASSESSMENT
DIAGRAM NUMBER CODE LOT NO.
ASSESSOR’S
PARCEL NUMBER
TOTAL
ASSESSMENT
18 | Page 390.02 LLMD 2026-2027
309 6195 25 033-270-54S $157.94
310 6195 26 033-270-55S $157.94
311 6195 27 033-270-56S $157.94
312 6195 28 033-270-57S $157.94
313 6195 29 033-270-58S $157.94
314 6195 30 033-270-59S $157.94
315 6195 1 033-250-58S $157.94
316 6195 2 033-250-59S $157.94
317 6195 3 033-250-60S $157.94
318 6195 4 033-250-61S $157.94
319 6195 31 033-250-62S $157.94
320 6195 1 033-231-55S $51.10
321 6195 2 033-231-56S $51.10
322 6195 3 033-231-57S $51.10
323 6195 21 033-233-14S $51.10
324 6195 22 033-233-15S $51.10
325 6195 23 033-233-16S $51.10
326 6195 24 033-233-17S $51.10
327 6195 25 033-233-18S $51.10
328 6195 37 033-234-34S $51.10
329 6195 38 033-234-15S $51.10
330 6195 39 033-234-16S $51.10
331 6195 40 033-234-17S $51.10
332 6195 41 033-234-18S $51.10
333 6195 42 033-234-19S $51.10
334 6195 43 033-234-20S $51.10
335 6195 44 033-234-21S $51.10
336 6195 45 033-234-22S $51.10
337 6195 46 033-234-23S $51.10
338 6195 36 033-234-24S $51.10
339 6195 35 033-234-25S $51.10
340 6195 34 033-234-26S $51.10
341 6195 33 033-234-27S $51.10
342 6195 32 033-234-28S $51.10
343 6195 31 033-234-29S $51.10
344 6195 30 033-234-30S $51.10
345 6195 29 033-234-31S $51.10
346 6195 28 033-234-36S $51.10
347 6195 26 033-233-19S $51.10
348 6195 27 033-233-20S $51.10
349 6195 20 033-233-21S $51.10
350 6195 19 033-233-22S $51.10
351 6195 18 033-233-23S $51.10
48 (Fiscal Year 2026-2027)
ASSESSMENT
DIAGRAM NUMBER CODE LOT NO.
ASSESSOR’S
PARCEL NUMBER
TOTAL
ASSESSMENT
19 | Page 390.02 LLMD 2026-2027
352 6195 17 033-233-24S $51.10
353 6195 16 033-233-25S $51.10
354 6195 15 033-233-26S $51.10
355 6195 14 033-233-27S $51.10
356 6195 13 033-233-28S $51.10
357 6195 12 033-233-29S $51.10
358 6195 11 033-233-31S $51.10
359 6195 11 033-233-34S $51.10
360 6195 11 033-233-35S $51.10
361 6195 11 033-234-37S $51.10
362 6195 4 033-231-58S $51.10
363 6195 5 033-231-59S $51.10
364 6195 6 033-231-60S $51.10
365 6195 7 033-231-61S $51.10
366 6195 8 033-231-62S $51.10
367 6195 9 033-231-63S $51.10
368 6195 10 033-231-64S $51.10
49 ASSESSMENT DIAGRAMS
50 CITY OF SAN JOAQUIN, FRESNO COUNTY
CALIFORNIA
ASSESSMENT DIAGRAM FOR
51 Apr 21, 2026-10:04am
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ASSESSOR'S MAP PAGE BOUNDARY
ASSESSMENT DIAGRAM NUMBER
LOT NUMBER
ASSESSOR'S PARCEL NUMBER
ASSESSOR'S BLOCK NUMBER
ASSESSOR'S BOOK NUMBER 33
City of San Joaquin - Assessment Diagram Area 1 I 3 of 1s Gouveia Engineering, Inc. • 456 Sixth Street • Gustine, California 95322 • (209) 854-3300 54 Apr 21, 2026-10:04am
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23 BOUNDARIES OF AREA 1 OF
ASSESSMENT DISTRICT No. 92-3
ASSESSOR'S MAP PAGE BOUNDARY
ASSESSMENT DIAGRAM NUMBER
LOT NUMBER
ASSESSOR'S PARCEL NUMBER
ASSESSOR'S BLOCK NUMBER
ASSESSOR'S BOOK NUMBER 33
City of San Joaquin - Assessment Diagram Area 1 . .
Gouveia Engineering, Inc. • 456 Sixth Street • Gustine, California I 4 of 1s
95322 • (209) 854 3300
55 Apr 21, 2026-10:04am
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NOTTO SCALE
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[1]§]
8 BOUNDARIES OF AREA 2 OF
ASSESSMENT DISTRICT No. 92-3
ASSESSOR'S MAP PAGE BOUNDARY
ASSESSMENT DIAGRAM NUMBER
LOT NUMBER
ASSESSOR'S PARCEL NUMBER
ASSESSOR'S BLOCK NUMBER
ASSESSOR'S BOOK NUMBER 33
I s of 1s
Gouveia Engineering, Inc. • 456 Sixth Street • Gustine, California 95322 • (209) 854-3300 56 Apr 21 , 2026-10:04am
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@ ASSESSOR'S PARCEL NUMBER
CALIFORNIA STREET @ ASSESSOR'S BLOCK NUMBER
- - - - - - ASSESSOR'S BOOK NUMBER 33
City of San Joaquin - Assessment Diagram Area 3 I 6 of 16 Gouveia Engineering, Inc. • 456 Sixth Street • Gustine, California 95322 •(209) 854-3300 57 Apr 21, 2026-10:04am
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LEGEND
BOUNDARIES OF AREA 3 OF
ASSESSMENT DISTRICT No. 92-3
ITTI] ASSESSMENT DIAGRAM NUMBER
14 LOT NUMBER
CALIFORNIA STREET
@) ASSESSOR'S PARCEL NUMBER
ASSESSOR'S BLOCK NUMBER
ASSESSOR'S BOOK NUMBER 33
City of San Joaquin -Assessment Diagram Area 3 7 of 16
Gouveia Engineering, Inc. • 456 Sixth Street • Gustine, California 95322 • (209) 854-3300 58 Apr 21, 2026-10:04am
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-■ --- ------ City of San Joaquin - Assessment Diagram Area 3 I 8 of 16 Gouveia Engineering , Inc. • 456 Sixth Street • Gustine, California 95322 • (209) 854-3300 59 Apr 21 , 2026-10:04am
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STAFF REPORT TO COUNCIL
May 5, 2026
TO: Mayor and Council
FROM: Elizabeth Cabrera, City Manager
SUBJECT: Consideration of Awarding of a Contract to Gouveia Engineering, Inc. for City Engineer Services and Authorizing the City Manager to Execute the Agreement.
Recommendation:
Adopt Resolution No. 2026-17, awarding a contract to Gouveia Engineering, Inc. and Authorizing the City manager to execute the agreement for Engineering Services for the City of San Joaquin Executive Summary:
For Council consideration is an Agreement for Engineering Services with Gouveia Engineering, Inc commencing July 1, 2026, through June 30, 2029, with an option of four (4) one-year extensions through June 30, 2033.
The proposal submitted by contractor included Rate Schedule for current year (2025) and a new schedule effective July 1, 2026, with increased rates. However, as the agreement was being drafted, Gouveia advised the City that the firm will continue with current 2025 rates and not implement an increase until July 1, 2027. If contractor opts to proceed to request increased rate in 2027 an amendment to this agreement will be brought to Council for consideration.
Having followed the procurement process, City staff recommend the City Council to award an engineering services agreement to Gouveia Engineering.
Background:
City Staff prepared and released a Request for Proposal on March 9, 2026, for engineering services for an initial term of three (3) years with an option for four (4) one-year terms. Two (2) proposals were received from the following firms:
1. Gouveia Engineering, Inc.
2. Precision Civil Engineering
City staff reviewed and scored the proposals, and Gouveia Engineering was deemed the most qualified firm to provide engineering services for the City of San Joaquin.
Attachments:
1. Resolution No. 2026-17
2. Engineering Services Agreement (with Exhibits A – D) 67 RESOLUTION NO. 2026-17
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN JOAQUIN AWARDING A CONTRACT TO GOUVEIA ENGINEERING, INC. AND AUTHORIZING
THE CITY MANAGER TO EXECUTE THE AGREEMENT FOR ENGINEERING
SERVICES FOR THE CITY OF SAN JOAQUIN
WHEREAS, the City of San Joaquin’s current engineering contract is set to expire on June 30, 2026; and
WHEREAS, the City prepared and issued a request for proposals for consultants to provide engineering services for an initial term of three (3) years with option four 1-year terms (7 years total); and
WHEREAS, the City received two (2) proposals from the following firms:
1. Gouveia Engineering, Inc.
2. Precision Civil Engineering
WHEREAS, City staff reviewed the proposals and selected Gouveia Engineering as the most qualified firm to provide these services for the City of San Joaquin; and WHEREAS, the City Council desires to enter into a contract with Gouveia Engineering.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of San Joaquin as follows:
Section 1. The above recitals are true and correct findings of the San Joaquin City Council.
Section 2. Approves a contract with Gouveia Engineering, Inc. to provide engineering services for the City of San Joaquin per the consultant contract as set forth in Attachment A which is incorporated herein by reference.
Section 3. Authorizes the City Manager to execute the contract with Gouveia Engineering, Inc.
Section 4. This resolution shall be effective on May 5, 2026. (Certification on the Following Page)
68 The foregoing resolution was adopted at a regular meeting of the City Council of the City of San Joaquin the 5th day of May 2026 and passed at said meeting by the following vote:
______________________________
Adam Flores-Cornejo, Mayor
AYES:
NOES:
ABSENT:
ABSTAIN:
__________________________________________
Alondra Bautista, City Clerk
69 AGREEMENT
CITY OF SAN JOAQUIN, CALIFORNIA
CONSULTANT SERVICES
CITY ENGINEER
THIS AGREEMENT is made and entered into effective on July 1, 2026, by and between the CITY OF SAN JOAQUIN, a California municipal corporation (hereinafter referred to as "CITY") and Gouveia Engineering, Inc. (hereinafter referred to as "CITY ENGINEER”).
RECITALS
A. CITY has determined there is a need for CITY ENGINEER Services and has issued a Request for Proposals; and
B. CITY ENGINEER has submitted to CITY a proposal to provide city engineer services; and
C. CITY ENGINEER is engaged in the business of furnishing technical and expert services as a CITY ENGINEER and hereby represents that it desires to and is professionally and legally capable of performing the services called for by this Agreement; and D. CITY has determined to contract with CITY ENGINEER for city engineer services; and
E. This Agreement will be administered for CITY by the City Manager or her designee.
AGREEMENT
NOW, THEREFORE, in consideration of the foregoing and the terms and conditions hereinafter contained to be kept and performed by the respective parties, the parties mutually agree as follows:
1. Scope of Services CITY ENGINEER shall perform to the satisfaction of CITY the services described in Exhibit "A," including work incidental to, or necessary to perform, such services even though not specifically described in Exhibit "A," which is incorporated herein by reference as if fully set forth.
2. Licenses, Permits, Fees, and Assessments CITY ENGINEER represents and warrants to CITY that it has obtained all licenses, permits, qualifications, and approvals of whatever nature that are legally required to practice its profession and perform the Work and Services required by this Agreement. CITY ENGINEER represents and warrants to CITY that CITY ENGINEER shall, at its sole cost and expense, keep in effect at all times during the term of this Agreement, any license, permit, qualification or approval that is legally required for CITY ENGINEER to perform the Work and Services under this Agreement. CITY ENGINEER shall have the sole obligation to pay for any fees, assessments, and taxes, plus applicable penalties and interest, which may be imposed by law and arise from or are necessary for the CITY ENGINEER's performance of the Work and Services required by this Agreement, and shall indemnify, defend, and hold harmless CITY against any such fees, assessments, taxes, penalties, or interest levied, assessed, or imposed against CITY hereunder. 1 70
3. Term of Agreement This Agreement shall be effective from the date first set forth above (“Effective Date”) and shall continue in full force and effect for a three (3) year term, subject to any earlier termination in accordance with this Agreement. This term may be extended on an annual basis for four additional years.
4. Compensation
(a) CITY ENGINEER'S sole compensation for satisfactory performance of all services required or rendered pursuant to this Agreement shall be in accordance with the Fee Schedule set forth in Exhibit “B” and incorporated herein by reference. The Fee Schedule sets forth a schedule for general services and a schedule for grant-related services. (b) CITY ENGINEER shall provide at no charge five hours per month of consultation services to CITY management and staff.
(c) Detailed statements shall be rendered monthly for services performed in the preceding month and will be payable in 30 days.
5. Modification of Scope, Compensation, or Other Terms
(a) The parties may modify this Agreement to increase or decrease the scope of services or provide for the rendition of services not required by this Agreement, which modification may include an adjustment to CITY ENGINEER'S compensation. Any change in the scope of services or a fee schedule must be made by written amendment to the Agreement signed by an authorized representative for each party. CITY ENGINEER shall not be entitled to any additional compensation if services are performed prior to a signed written agreement.
6. Termination.
(a) Termination for Convenience Either party may terminate this Agreement at any time by giving notice of such termination (including the effective termination date) at least thirty (30) calendar days before the effective date of such termination. In the event of termination for convenience, all finished or unfinished documents and other materials as described in the Scope of Work become the property of CITY. (b) Termination for Cause. If for any cause either party fails to fulfill in a timely and proper manner its obligations under this Agreement (the “breaching party"), or other party (the “terminating party”) shall have the right to terminate the Agreement by giving not less than five (5) working days' written notice to the breaching party of the intent to terminate and specifying the effective date thereof. The terminating party shall, however, provide the breaching party with a detailed statement of the grounds for termination. This statement shall include, as appropriate, references to specific provisions of this Agreement, dates, dollar amounts and other information relevant to the decision to terminate for cause.
(c) In the event of termination, all finished or unfinished documents, reports, or other materials prepared by CITY ENGINEER under this Agreement shall become CITY'S property. CITY ENGINEER shall be entitled to receive compensation for all satisfactory work completed prior to the effective date of termination.
2 71
7. Coordination of Work
(a) Representative of Consultant. Mario B. Gouveia, P.E. is a principal of Gouveia Engineering, Inc. and is hereby designated as being the principal and representative of CITY ENGINEER authorized to act in its behalf with respect to the Services to be performed under this Agreement and make all decisions in connection therewith. Mario B. Gouveia, P.E. shall be the designated City Engineer for CITY and Noe Martinez, P.E. shall be the designated Alternate City Engineer for CITY. It is expressly understood that the experience, knowledge, education, capability, expertise, and reputation of the foregoing principal is a substantial inducement for CITY to enter into this Agreement. The designated City Engineer and Alternate City Engineer may not be changed without prior written approval of the City Manager. (b) City Manager. It shall be the CITY ENGINEER's responsibility to ensure that the City Manager or designee is kept fully informed of the progress of the performance of the services, and the CITY ENGINEER shall refer any decisions which must be made by the CITY to the City Manager. Unless otherwise specified herein, any approval of CITY required hereunder shall mean the approval of the City Manager.
8. Confidential Information, Ownership of Documents, and Copyright License (a) Any reports, information, or other data prepared or assembled by CITY ENGINEER pursuant to this Agreement shall not be made available to any individual or organization by CITY ENGINEER without the prior written approval of the City Manager. During the term of this Agreement, and thereafter, CITY ENGINEER shall not, without the prior written consent of CITY, disclose to anyone any Confidential Information. The term Confidential Information for the purposes of this Agreement shall include all proprietary and confidential information of CITY, including but not limited to business plans, marketing plans, financial information, materials, compilations, documents, instruments, models, source or object codes and other information disclosed or submitted, orally, in writing, or by any other medium or media. All Confidential Information shall be and remain confidential and proprietary to CITY. (b) Any and all writings and documents prepared or provided by CITY ENGINEER pursuant to this Agreement are the property of CITY at the time of preparation and shall be turned over to CITY upon expiration or termination of the Agreement. CITY ENGINEER shall not permit the reproduction or use thereof by any other person except as otherwise expressly provided herein.
9. Professional Skill It is further mutually understood and agreed by and between the parties hereto that inasmuch as CITY ENGINEER represents to CITY that CITY ENGINEER is skilled in the profession and shall perform in accordance with the standards of said profession necessary to perform the services agreed to be done by it under this Agreement, CITY relies upon the skill of CITY ENGINEER to do and perform such services in a skillful manner and CITY ENGINEER agrees to thus perform the services. Therefore, any acceptance of such services by CITY shall not operate as a release of CITY ENGINEER from said professional standards.
10. Indemnification.
(a) To the furthest extent allowed by law, CITY ENGINEER shall indemnify, hold harmless, and defend CITY and each of its officers, officials, employees, agents, and volunteers from any and all loss, liability, fines, penalties, forfeitures, costs, and damages 3 72
(whether in contract, tort, or strict liability, including but not limited to personal injury, death at any time, and property damage), and from any and all claims, demands, and actions in law or equity (including reasonable attorney's fees and litigation expense) that arise out of, pertain to, or related to the negligence, recklessness, or willful misconduct of CITY ENGINEER, its principals, officers, employees, agents, or volunteers in the performance of this Agreement.
11. Insurance.
(a) Throughout the life of this Agreement, CITY ENGINEER shall pay for and maintain in full force and effect all insurance as required in Exhibit “C” or as may be authorized, and any additional insurance as may be required, in writing by the City Manager or her designee at any time and in her sole discretion.
(b) If at any time during the life of the Agreement or any extension, CITY ENGINEER or any of its subcontractors fail to maintain any required insurance in full force and effect, all services and work under this Agreement shall be discontinued immediately, and all payments due or that become due to CITY ENGINEER hall be withheld until notice is received by CITY that the required insurance has been restored to full force and effect and that the premiums therefore have been paid for a period satisfactory to CITY. Any failure to maintain the required insurance shall be sufficient cause for CITY to terminate this Agreement. No action taken by CITY pursuant to this section shall in any way relieve CITY ENGINEER of its responsibilities under this Agreement. This phrase “fail to maintain any required insurance” shall include, without limitation, notification received by CITY that an insurer has commenced proceedings, or has had proceedings commenced against it, indicating that the insurer is insolvent. (c) The fact that insurance is obtained by CITY ENGINEER shall not be deemed to release or diminish the liability of CITY ENGINEER, including, without limitation, liability under the indemnity provisions of this Agreement. The duty to indemnify CITY shall apply to all claims and liability regardless of whether any insurance policies are applicable. The policy limits do not act as a limitation upon the amount of indemnification to be provided by CITY ENGINEER. Approval or purchase of any insurance contracts or policies shall in no way relieve from liability nor limit the liability of CITY ENGINEER, its principals, officers, agents, employees, persons under the supervision of CITY ENGINEER, vendors, suppliers, invitees, CITY ENGINEERs, sub-consultants, subcontractors, or anyone employed directly or indirectly by any of them. (d) Upon request of CITY, CITY ENGINEER shall immediately furnish CITY with a complete copy of any insurance policy required under this Agreement, including all endorsements, with said copy certified by the underwriter to be a true and correct copy of the original policy. This requirement shall survive expiration or termination of this Agreement. (e) If CITY ENGINEER should subcontract all or any portion of the services to be performed under this Agreement, CITY ENGINEER and subcontractor(s) shall enter into “ACEC, Form C, Agreement.”
12. Conflict of Interest and Non-Solicitation.
(a) CITY ENGINEER shall comply, and require its subcontractors to comply, with all applicable (i) professional canons and requirements governing avoidance of impermissible client conflicts; and (ii) federal, state, and local conflict of interest laws and 4 73
regulations including, without limitation, California Government Code Section 1090 et. seq., the California Political Reform Act (California Government Code Section 87100 et. seq.) and the regulations of the Fair Political Practices Commission concerning disclosure and disqualification (2 California Code of Regulations Section 18700 et. seq.). At any time, upon written request of CITY, CITY ENGINEER shall provide a written opinion of its legal counsel and that of any subcontractor that, after a due diligent inquiry, CITY ENGINEER and the respective subcontractor(s) are in full compliance with all laws and regulations. CITY ENGINEER shall take, and require its subcontractors to take, reasonable steps to avoid any appearance of a conflict of interest. Upon discovery of any facts giving rise to the appearance of a conflict of interest, CITY ENGINEER shall immediately notify CITY of these facts in writing. (b) In performing the work or services to be provided hereunder, CITY ENGINEER shall not employ or retain the services of any person while such person either is employed by CITY or is a member of any CITY council, commission, or similar CITY body. (c) CITY ENGINEER represents and warrants that it has not paid or agreed to pay any compensation, contingent or otherwise, direct or indirect, to solicit or procure this Agreement or any rights/benefit hereunder.
(d) Neither CITY ENGINEER, nor any of CITY ENGINEER'S
subcontractors performing any services under this Agreement shall bid for, assist anyone in the preparation of a bid for, or perform any series pursuant to, any other contract in connection with this Agreement unless fully disclosed to and approved by the City Manager, in advance and in writing. CITY ENGINEER and any of its subcontractors shall have no interest, direct or indirect, in any other contract with a third party in connection with this Agreement unless such interest is in accordance with all applicable law and fully disclosed to and approved by the City Manager, in advance and in writing. Notwithstanding any approval given by the CITY under this provision, CITY ENGINEER shall remain responsible for complying with Section 12(a) above.
(e) If CITY ENGINEER should subcontract all or any portion of the work to be performed or services to be provided under this Agreement, CITY ENGINEER shall include the provisions of this Section 12 in each subcontract and require its subcontractors to comply therewith.
13. Covenant Against Contingent Fees CITY ENGINEER warrants that he has not employed or retained any company or person other than a bona fide employee, any fee, commission, percentage, brokerage fee, gift, or any other consideration, contingent upon or resulting from the award or formation of this Agreement. For breach or violation of this warranty, the CITY shall have the right to annul this Agreement without liability, or otherwise recover the full amount of such fee, commission, percentage, brokerage fee, gift, or contingent fee.
14. General Terms
(a) Except as otherwise provided by law, all notices expressly required of CITY within the body of this Agreement, and not otherwise specifically provided for, shall be effective only if signed by the City Manager or her designee. (b) Records of CITY ENGINEER'S expenses pertaining to the Agreement shall be kept on a generally recognizable accounting basis and shall be available to CITY or its authorized representatives upon request during regular business hours throughout the life of this Agreement and for a period of three years after final payment or, if longer, for any period 5 74
required by law. In addition, all books, documents, papers, and records of CITY ENGINEER pertaining to the Project shall be available for the purpose of making audits, examinations, excerpts, and transcriptions for the same period of time. This Section 14(b) shall survive expiration or termination of this Agreement.
(c) Prior to execution of this Agreement by CITY, CITY ENGINEER shall have provided evidence to CITY that CITY ENGINEER is licensed to perform the services called for by this Agreement (or that no license is required). If CITY ENGINEER should subcontract all or any portion of the work or services to be performed under this Agreement, CITY ENGINEER shall require each subcontractor to provide evidence to CITY that subcontractor is licensed to perform the services called for by this Agreement (or that no license is required) before beginning work.
15. Nondiscrimination. To the extent required by controlling federal, state, and local law, CITY ENGINEER shall not employ discriminatory practices in the provision of services, employment of personnel, or in any other respect on the basis of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, ethnicity, status as a disabled veteran, or veteran of the Vietnam era. Subject to the foregoing and during the performance of this Agreement, CITY ENGINEER agrees as follows:
(a) CITY ENGINEER will comply with all applicable laws and regulations providing that no person shall, on the grounds of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, ethnicity, status as a disabled veteran or veteran of the Vietnam era, be excluded from participation in, be denied benefits of, or be subject to discrimination under any program or activity made possible by or resulting from this Agreement. (b) CITY ENGINEER will not discriminate against any employee or applicant for employment because of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, ethnicity, status as a disabled veteran or veteran of the Vietnam era. CITY ENGINEER will ensure that applicants are employed, and the employees are treated during employment, without regard to their race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, ethnicity, status as a disabled veteran or veteran of the Vietnam era. Such requirement shall apply to CITY ENGINEER'S employment practices including, but not limited to, the following: employment, upgrading, demotion or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. CITY ENGINEER agrees to post in conspicuous places, available to employees and applicants for employment, notices setting forth the provision of this nondiscrimination clause.
16. Independent Contractor
(a) In the furnishing of the services provided for herein, CITY ENGINEER is acting solely as an independent contractor. Neither CITY ENGINEER, nor any of its officers, agents, or employees shall be deemed an officer, agent, employee, joint venture, partner, or associate of CITY for any purpose. CITY shall have no right to control or supervise or direct the manner or method by which CITY ENGINEER shall perform its work and functions. However, CITY shall retain the right to administer this Agreement so as to verify that CITY ENGINEER is performing its obligations in accordance with the terms and conditions thereof. 6 75
(b) This Agreement does not evidence a partnership or joint venture between CITY ENGINEER and CITY. CITY ENGINEER shall have no authority to bind CITY absent CITY'S express written consent. Except to the extent otherwise provided in this Agreement, CITY ENGINEER shall bear its own costs and expenses in pursuit thereof. (c) Because of its status as an independent contractor, CITY ENGINEER and its officers, agents, and employees shall have absolutely no right to employment rights and benefits available to CITY employees. CITY ENGINEER shall be solely liable and responsible for all payroll and tax withholding and for providing to, or on behalf of, its employees all employee benefits including, without limitation, health, welfare, and retirement benefits. In addition, together with its other obligations under this Agreement, CITY ENGINEER shall be solely responsible, indemnify, defend, and save CITY harmless from all matters relating to employment and tax withholding for and payment of CITY ENGINEER'S employees, including, without limitation, (i) compliance with Social Security and unemployment insurance withholding, payment of workers compensation benefits, and all other laws and regulations governing matters of employee withholding, taxes and payment; and (ii) any claim of right or interest in CITY employment benefits, entitlements, programs and/or funds offered employees of CITY whether arising by reason of any common law, de facto, leased, or co-employee rights or other theory. It is acknowledged that during the term of this Agreement, CITY ENGINEER may be providing services to others unrelated to CITY or to this Agreement.
17. Notices Any notice required or intended to be given to either party under the terms of this Agreement shall be in writing and shall be deemed to be duly given if delivered personally, transmitted by facsimile followed by telephone confirmation of receipt, or sent by United States registered or certified mail, with postage prepaid, return receipt requested, addressed to the party which notice is to be given at the party's address set forth on the signature page of this Agreement or at such other address as the parties may from time to time designate by written notice. Notices served by United States mail in the manner above described shall be deemed sufficiently served or given at the time of mailing thereof.
18. Assignment
(a) This agreement is personal to CITY ENGINEER and there shall be no assignment by CITY ENGINEER of its rights of obligations under this Agreement without the prior written approval of the City Manager or her designee. Any attempted assignment by CITY ENGINEER, its successors or assigns, shall be null and void unless approved in writing by the or his/her designee.
(b) CITY ENGINEER hereby agrees not to assign the payment of any monies due CITY ENGINEER from CITY under the terms of this Agreement to any other individual(s), corporation(s), or entity(ies). CITY retains the right to pay any and all monies due CITY ENGINEER directly to CITY ENGINEER.
19. Compliance With Law In providing the services required under this Agreement, CITY ENGINEER shall at all times comply with all applicable laws of the United States, the State of California, and CITY, and with all applicable regulations promulgated by federal, state, regional, or local administrative and regulatory agencies, now in force and as they may be enacted, issued, or amended during the term of this Agreement.
20. Federal Terms and Conditions During the performance of this contract, the Contractor must agree to comply with all applicable Federal Laws and regulations included in Exhibit “D”.
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21. Waiver The waiver by either party of a breach by the other of any provision of this Agreement shall not constitute a continuing waiver or a waiver of any subsequent breach of either the same or a different provision of this Agreement. No provisions of this Agreement may be waived unless in writing and signed by all parties to this Agreement.
Waiver of any one provision herein shall not be deemed to be a waiver of any other provision herein.
22. Governing Law and Venue This Agreement shall be governed by, and construed and enforced in accordance with, the laws of the State of California, excluding, however, any conflict of laws rule which would apply the law of another jurisdiction. Venue for purposes of the filing of any action regarding enforcement or interpretation of this Agreement and any rights and duties hereunder shall be Fresno County, California.
23. Headings The section headings in this Agreement are for convenience and reference only and shall not be construed or held in any way to explain, modify, or add to the interpretation or meaning of the provisions of this Agreement.
24. Severability The provisions of this Agreement are severable. The invalidity or unenforceability of any one provision in this Agreement shall not affect the other provisions.
25. Interpretation The parties acknowledge that this Agreement in its final form is the result of the combined efforts of the parties and that, should any provision of this Agreement be found to be ambiguous in any way, such ambiguity shall not be resolved by construing this Agreement in favor of or against either party, but rather by construing the terms in accordance with their generally accepted meaning.
26. Attorneys' Fees If either party is required to commence any proceeding or legal action to enforce or interpret any term, covenant, or condition of this Agreement, the prevailing party in such proceeding or action shall be entitled to recover from the other party its reasonable attorneys' fees and legal expenses.
27. Exhibits Each exhibit and attachment referenced in this Agreement is, by the reference, incorporated into and made a part of this Agreement.
28. Precedence o f Documents In the event of any conflict between the body of this Agreement and any Exhibit or Attachment hereto, the terms and conditions of the body of this Agreement shall control and take precedence over the terms and conditions expressed within the Exhibit or Attachment. Furthermore, any terms or conditions contained within any Exhibit or Attachment hereto which purport to modify the allocation of risk between the parties, provided for within the body of this Agreement shall be null and void.
29. Cumulative Remedies No remedy or election hereunder shall be deemed exclusive but shall, wherever possible, be cumulative with all other remedies at law or in equity.
30. No Third Party Beneficiaries The rights, interests, duties and obligations defined within this Agreement are intended for the specific parties hereto as identified in the preamble of this Agreement. Notwithstanding anything stated to the contrary in this Agreement, it is not intended that any rights or interests in this Agreement benefit or flow to the interest of any third parties
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31. Extent of Agreement Each party acknowledges that they have read and fully understand the contents of this Agreement. This Agreement represents the entire and integrated agreement between the parties with respect to the subject matter hereof and supersedes all prior negotiations, representations, or agreements, either written or oral. This Agreement may be modified only by written instrument duly authorized and executed by both CITY and CITY ENGINEER.
32. Contact Information The following constitutes contact information for the parties:
CITY: CITY ENGINEER:
City of San Joaquin Gouveia Engineering, Inc.
Attn: Elizabeth Cabrera, City Manager Attn: Mario B. Gouveia, P.E. 21900 Colorado Ave 456 Sixth Street
PO Box 758 Gustine, CA 95322
San Joaquin, CA 9366
Phone: 559-693-4311 Phone: 209-854-3300
Fax: 559-693-2193 Fax:
Email: [email protected] Email: [email protected] [SIGNATURES ON NEXT PAGE]
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IN WITNESS WHEREOF, the parties have executed this Agreement at San Joaquin, California, the day and year first written above.
CITY OF SAN JOAQUIN, GOUVEIA ENGINEERING, INC.
A California municipal corporation A corporation
By: By:
Adam Flores-Cornejo, Mayor Mario B. Gouveia, President
ATTEST:
By: By:
Alondra Bautista, City Clerk Linda C. Gouveia, Secretary APPROVED AS TO FORM:
By:
City Attorney Date Any Applicable Professional License:
Number:
Name:
Date of Issue:
Attachments:
Exhibit "A" — Scope of Services
Exhibit "B" — Fee Schedule
Exhibit "C" — Insurance Requirements
Exhibit “D” — Federal Terms and Conditions
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EXHIBIT “A”
SCOPE OF SERVICES
The following is a summary of duties that may be required of City Engineer. This outline is not intended to represent the entire scope of work but rather a substantial list of the tasks required by the City. The City Engineer's work shall be performed in accordance with all applicable laws.
A. Preparation of Engineering Reports and Technical Correspondence
1. Determine the need for preliminary studies; review all preliminary studies for compliance with ordinances, comprehensive plans, engineering standards and financial guidelines including and making recommendations based on budget and priorities:
• Feasibility reports;
• Construction inspection;
• Creation of assessment rolls;
• Plat review;
• Utility studies;
• Ground water system analysis and design;
• Capital Improvement Program studies;
• Prepare comments regarding reports, plans and studies of other agencies; • Present feasibility studies at public meetings
2. Assist in planning, coordinating and evaluating programs, plans, services equipment and infrastructure;
3. Assist in development of policies and procedures for effective operation of the City consistent with City policies, relevant laws, rules and regulations;
4. Assist in evaluation of Public Works' needs and formulation of short and long range plans in all areas of Public Works improvements including but not limited to: streets, water, sewer and storm drainage;
5. Assist as may be required in implementation of all water resource functions.
6. Participate in internal and external meetings involving engineering questions and issues;
7. Act as City liaison and City representative with other communities, County, State and Federal agencies in areas of responsibility;
8. Attend City Council meetings and work sessions as requested;
9. Attend other City meetings as requested;
10. Perform field inspections;
11. Address constituents' concerns personally and in writing as may be required.
B. Design and Bidding Services
1. Prepare plans and specifications for all portions of a project as determined by the engineer, with input of City staff;
2. Consult with State and Federal agencies having jurisdictional authority over each project as warranted;
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3. Prepare and send advertisements for bids to the legal paper and the Construction Bulletin for solicitation of bids;
4. Reproduce contract documents for bidding purposes;
5. Review the bids and prepare bid tabulation;
6. Evaluate bids, make recommendation to City Council, assemble and award contracts.
C. Project Management/Construction Services (Public Improvement Projects)
1. Convene a pre-construction meeting with staff, contractors, utility company representatives, etc,
2. Perform construction staking;
3. Provide construction observation during construction;
4. Prepare and maintain detailed documentation, including photographs and/or video if warranted and a log of the contractor's progress;
5. Convene regular construction progress meetings as required;
6. Review of and make recommendation on contractor pay requests;
7. Prepare, review and recommend action for proposed change orders;
8. Review and recommend final acceptance of project by City;
9. Provide three (3) sets of as-built drawings upon conclusion of project; 10, Responsible for development of assessment rolls and other documentation relating to the assessment process;
11. Responsible for establishing and maintaining a library of the following records:
• Permits and applications;
• Contract documents;
• Addenda;
• Copies of referenced standard specifications;
• Project schedules;
• Shop drawings and submittals;
• Applicable correspondence;
• Records of pertinent telephone conversations;
• File memoranda, directives and change orders;
• Requests and recommendations for payment;
• Project budgets and cost information;
• Construction diaries and logs;
• Records of noncompliance;
• Field test results;
• Record drawings;
• Project photographs;
• Project studies and reports;
• Project progress meeting minutes;
• Other information as necessary or required
D. Project Management/Construction Services (Public Improvements within Private Development Projects)
1. Review construction projects and specifications;
2. Monitor the construction process for compliance with City code, regulations, and standards and with approved plans;
3. Assure financial accountability of private projects as they relate to escrows and letters of credit;
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4. Advise the City during performance of construction projects and give consideration and advice during the performance of services;
5. Review construction plans;
6. Construction observation and documentation for public improvements constructed with private development projects;
7. Generate reports on plats and construction proposals for City Council and Planning Commission;
8. Assist in development agreement process (fees, conditions, improvements, etc.)
9. Work with City Manager to ensure that costs and fees are charged back to private development projects;
10. Monitor charges and revenues associated with private development projects;
11. Assist in review of land-use applications and construction plans for private developments for consistency with City adopted engineering specifications, City policies, relevant rules and regulations;
12. Work with staff to ensure that relative City Council actions are implemented;
13. Meet with developers and members of the public on proposed development projects to communicate the processes and procedures involved with engineering and infrastructure development.
E. Additional Advisory Services
1. To the extent possible:
a. Keep City Manager abreast of legislation affecting cities such as San Joaquin in areas described in A to D above. b. Keep City Manager abreast of grant opportunities for City.
2. Advise City Manager as to necessary reporting requirements to funding agencies and governmental entities in areas described in A to E above.
3. Review correspondence from Fresno COG and Caltrans and inform City Manager regarding necessary and/or recommended action.
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Updated 4/2026
Job Description Hourly Rate
Engineering:
Principal Engineer $170.00
Principal Project Manager $170.00
Senior Engineer $165.00
Associate Engineer $152.00
Project Manager $165.00
Engineer in Training (E.I.T.) $132.00
Engineering Technician I $116.00
Engineering Technician II $137.00
Engineering Technician III $150.00
Planning:
Principal Planner $165.00
Senior Planner $150.00
Associate Planner $140.00
Administration:
Clerical $71.00
Engineering Assistant I $110.00
Engineering Assistant II $121.00
Engineering Assistant III $132.00
Construction Management:
Project Manager $165.00
Construction Observation $137.00
Plant Operators:
Plant Operator Grade I $110.00
Plant Operator Grade II $121.00
Plant Operator Grade III $132.00
Surveying:
Surveyor/Survey Crews Quotation
Under Prevailing Wage Rates set by the State Department of Industrial Relations
Miscellaneous Charges
Attend Council Meetings: No charge
Travel Mileage: IRS Standard Mileage Rate
Reimbursable Expenses: Cost plus 10%
General Project Expenses: 5% of Labor
Computers, reproduction, mail and telephone
NOTE: Overtime and Saturday work will be billed at time and a half and Sunday work will be billed at double time.
The above rate schedule is effective through June 30, 2027 and is subject to a July 1, 2027 adjustment Exhibit "B"
GOUVEIA ENGINEERING, INC.
456 Sixth Street
Gustine, CA 95322
209-854-3300
CITY OF SAN JOAQUIN
2026 CITY ENGINEER CHARGE RATE SCHEDULE
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EXHIBIT “C”
INSURANCE REQUIREMENTS
Consultant Service Agreement between City of San Joaquin and Gouveia Engineering, Inc.
Minimum Scope of Insurance
Coverage shall be at least as broad as:
1. The most current version of Insurance Services Office (ISO) Commercial General Liability Coverage Form CG 00 01, which shall include insurance for “bodily injury,” “property damage” and “personal and advertising injury” with coverage for premises and operations, products and completed operations, and contractual liability.
2. The most current version of Insurance Service Office (ISO) Business Auto Coverage Form CA 00 01, which shall include coverage for all owned, hired, and non-owned automobiles or other licensed vehicles (Code 1 - Any Auto).
3. Workers' Compensation insurance as required by the California Labor Code and Employer's Liability insurance.
4. Professional Liability (Errors and Omissions) insurance appropriate to CITY ENGINEER'S profession. Architect's and engineer's coverage is to be endorsed to include contractual liability.
Minimum Limits of Insurance
CITY ENGINEER shall maintain limits of liability not less than”
1. General Liability:
$1,000,000 per occurrence for bodily injury and property damage $1,000,000 per occurrence for personal and advertising injury $2,000,000 aggregate for products and completed operations $2,000,000 general aggregate applying separately to the work performed under the Agreement
2. Automobile Liability
$1,000,000 per accident for bodily injury and property damage
3. Employer's Liability
$1,000,000 each accident for bodily injury
$1,000,000 disease each employee
$1,000,000 disease policy limit
4. Professional Liability (Errors and Omissions)
$1,000,000 per claim/occurrence
$2,000,000 policy aggregate
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Umbrella or Excess Insurance
In the event CITY ENGINEER purchases an Umbrella or Excess insurance policy(ies) to meet the "Minimum Limits of Insurance," this insurance policy(ies) shall "follow form" and afford no less coverage than the primary insurance policy(ies).
Deductibles and Self-Insured Retentions
CITY ENGINEER shall be responsible for payment of any deductibles contained in any insurance policies required hereunder and CITY ENGINEER shall also be responsible for payment of any self-insured retentions. Any deductibles or self-insured retentions must be declared to, and approved by, the City Manager or her designee. At the option of the City Manager or her designee, either (i) the insurer shall reduce or eliminate such deductibles or selfinsured retentions as respects CITY, its officers, officials, employees, agents, and volunteers; or (ii) CITY ENGINEER shall provide a financial guarantee, satisfactory to City Manager or her designee, guaranteeing payment of losses and related investigations, claim administration and defense expenses. At no time shall CITY be responsible for the payment of any deductibles or selfinsured retentions.
Other Insurance Provisions
The General Liability and Automobile Liability insurance policies are to contain, or be endorsed to contain, the following provisions:
1. CITY, its officers, officials, employees, agents, and volunteers are to be covered as additional insureds.
2. The coverage shall contain no special limitations on the scope of protection afforded to CITY, its officers, officials, employees, agents, and volunteers.
3. CITY ENGINEER'S insurance coverage shall be primary and no contribution shall be required of CITY.
The Workers' Compensation insurance policy is to contain, or endorsed to contain, the following provision: CITY ENGINEER and its insurer shall waive any right of subrogation against CITY, its officers, officials, employees, agents, and volunteers.
If the Professional Liability (Errors and Omissions) insurance policy is written on a claims-made form:
1. The "Retro Date" must be shown and must be before the effective date of the Agreement or the commencement of work by CITY ENGINEER.
2. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after expiration or termination of the Agreement or, in the alternative, the policy shall be endorsed to provide not less than a 5-year discovery period. This requirement shall survive expiration or termination of the Agreement.
3. If coverage is cancelled or non-renewed, and not replaced with another claims-made policy form with a "Retro Date" prior to the effective date of the Agreement, CITY 16 85
ENGINEER must purchase “extended reporting” coverage for a minimum of five (5) years following the expiration or termination of the Agreement.
4. A copy of the claims reporting requirements must be submitted to CITY for review.
5. These requirements shall survive expiration or termination of the Agreement.
All policies of insurance required hereunder shall be endorsed to provide that the coverage shall not be cancelled, non-renewed, reduced in coverage or in limits except after thirty (30) calendar days' written notice by U.S. mail and by electronic mail (email), has been given to CITY. Upon issuance by the insurer, broker, or agent of a notice of cancellation, non-renewal, or reduction in coverage or in limits, CITY ENGINEER shall furnish CITY with a new certificate and applicable endorsements for such policy(ies). In the event any policy is due to expire during the work to be performed for CITY, CITY ENGINEER shall provide a new certificate, and applicable endorsements, evidencing renewal of such policy not less than fifteen (15) calendar days prior to the expiration date of the expiring policy.
Acceptability of Insurers
All policies of insurance required hereunder shall be placed with an insurance company(ies) admitted by the California Insurance Commissioner to do business in the State of California and rated not less than “A-VII’ in Best's Insurance Rating Guide; or authorized by City Manager.
Verification of Coverage
CITY ENGINEER shall furnish CITY with all certificate(s) and applicable endorsements effecting coverage required hereunder. AII certificates and applicable endorsements re to be received and approved by the City Manager or her designee prior to CITY'S execution of the Agreement and before work commences.
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Exhibit “D”
Federal Terms and Conditions
FEDERAL TERMS AND CONDITIONS:
During the performance of the contract, the Contractor must agree to comply with all applicable Federal laws and regulations including but not limited to the following:
UNIFORM ADMINISTRATIVE PROVISION:
Compliance with 2 CFR Part 200 -200.521 as applicable to this contract including Appendix II.
AFFIRMATIVE ACTION:
The work to be performed under this contract is on a project assisted under a program providing direct federal financial assistance from the United States Department of Housing and Urban Development (HUD) and subject to 24 CFR 85.36(e). CITY hereby notifies all bidders that it will affirmatively insure that in any contract entered into pursuant to this advertisement, disadvantaged, minority and women's business enterprises will be afforded full opportunity to submit bids in response to this invitation and will not be discriminated against on the grounds of race, color, religious creed, sex, or national origin in consideration for an award. Minority and women-owned and operated businesses encouraged to apply.
SECTION 3:
The work to be performed under this contract is on a project assisted under a program providing direct federal financial assistance from the HUD, Community Development Block Grant Program, and is subject to the requirements of Section 3 of the Housing and Urban Development Act of 1968, as amended, 12 USC 1701u. Section 3 requires that to the greatest extent feasible opportunities for training and employment be given to low and moderate income persons residing within the project area and that the contracts for work in connection with the project be awarded to eligible business concerns which are located in, or owned in substantial part by persons residing in the area of the project. Regulations for implementing the Section 3 clause are contained in 24 CFR 135, as amended, and as specified in the project specifications.
NON-DISCRIMINATION CLAUSE:
During the performance of this Agreement, Contractor and its subcontractors shall not unlawfully discriminate, harass, or allow harassment against any employee or applicant for employment because of sex, race, color, ancestry, religious creed, national origin, physical disability (including HIV and AIDS), mental disability, medical condition (e.g., cancer), age (over 40), marital status, and denial of family care leave. Contractor and subcontractors shall insure that the evaluation and treatment of their employees and applicants for employment are free from such discrimination and harassment. Contractor and subcontractors shall comply with the provisions of the Fair Employment and Housing Act (Gov. Code §12990 (a-f) et seq.) and the applicable regulations promulgated thereunder (California Code of Regulations, Title 2, Section 7285 et seq.). The applicable regulations of the Fair Employment and Housing Commission implementing Government Code Section 12990 (a-f), set forth in Chapter 5 of Division 4 of Title 2 of the California Code of Regulations, are incorporated into this Agreement by reference and made a part hereof as if set forth in full. Contractor and its subcontractors shall give written notice of their obligations under this clause to labor organizations with which they have a collective bargaining or other Agreement.
Contractor shall include the nondiscrimination and compliance provisions of this clause in all subcontracts to perform work under the Agreement.
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EQUAL OPPORTUNITY:
During the performance of this Contract, the Contractor agrees as follows:
1. The Contractor with comply with Executive Order 11246 of September 24, 1965 entitled Equal Employment Opportunity as amended by Executive Order 11375 of October 1967 as supplemented in Department of Labor regulations (41 CFR chapter 60).
2. The Contractor will not discriminate against any employee or applicant for employment because of race, color, religion, sex, or national origin. The Contractor will take affirmative action to insure that applicants are employed and that employees are treated equally during employment, without regard to race, color, religion, sex, or national origin. Such action shall include, but not be limited to, the following: employment upgrading, demotion, transfer, recruitment, or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training including apprenticeship. The Contractor agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided by the City Setting forth the provisions of this nondiscrimination clause.
3. The Contractor will, in all solicitations or advertisements for employees placed by or on behalf of the Contractor, state that all qualified applicants will receive consideration for employment without regard to their race, color, religion, sex, or national origin.
4. The Contractor will send to each labor union or representative of workers with which he has a collective bargaining agreement or other contract or understanding, a notice, to be provided by the agency contracting officer, advising the labor union or workers' representative of the contractor's commitments under Section 202 of Executive Order No. 11246 of September 24, 1965, and shall post copies of the notice in conspicuous places available to employees and applicants for employment.
5. The Contractor will furnish all information and reports required by Executive Order No. 11246 of September 24, 1965, and by the rules, regulations, and orders of the Secretary of Labor, or pursuant thereto, and will permit access to his books, records, and accounts by the contracting agency and the Secretary of Labor for purposes of investigation to ascertain compliance with such rules, regulations, and orders.
6. In the event of the Contractor's noncompliance with the nondiscrimination clauses of this contract or with any of such rules, regulations, or orders, this contract may be cancelled, terminated or suspended in whole or in part and the contractor may be declared ineligible for further Government contracts in accordance with procedures authorized in Executive Order No.11246 of Sept. 24, 1965, and such other sanctions may be imposed and remedies invoked as provided in Executive Order No.11246 of September 24, 1965, or by rule, regulation, or order of the Secretary of Labor, or as otherwise provided by law.
7. The Contractor will include the provisions of paragraphs (1) through (7) in every subcontract or purchase order unless exempted by rules, regulations, or orders of the Secretary of Labor issued pursuant to Section 204 of Executive Order No. 11246 of September 24,1965, so that such provisions will be binding upon each subcontractor or vendor. The contractor will take such action with respect to any subcontract or purchase order as may be directed by the Secretary of Labor as a means of enforcing such provisions including sanctions for noncompliance: Provided, however, that in the event the contractor becomes involved in, or is threatened with, litigation with a subcontractor or vendor as a result of such direction, the contractor may request the United States to enter into such litigation to protect the interests of the United States.
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8. The Contractor shall file, and shall cause each of his subcontractors to file, Compliance Reports with the contracting agency or the Secretary of Labor as may be directed. Compliance Reports shall be filed within such times and shall contain such information as to the practices, policies, programs, and employment policies, programs, and employment statistics of the contractor and each subcontractor, and shall be in such form, as the Secretary of Labor may prescribe.
9. Bidders or prospective contractors or subcontractors may be required to state whether they have participated in any previous contract subject to the provisions of this Order, or any preceding similar Executive order, and in that event to submit, on behalf of themselves and their proposed subcontractors, Compliance Reports prior to or as an initial part of their bid or negotiation of a contract.
10. Whenever the Contractor or subcontractor has a collective bargaining agreement or other Contract or understanding with a labor union or an agency referring workers or providing or supervising apprenticeship or training for such workers, the Compliance Report shall include such information as to such labor union's or agency's practices and policies affecting compliance as the Secretary of Labor may prescribe: Provided, That to the extent such information is within the exclusive possession of a labor union or an agency referring workers or providing or supervising apprenticeship or training and such labor union or agency shall refuse to furnish such information to the contractor, the contractor shall so certify to the Secretary of Labor as part of its Compliance Report and shall set forth what efforts he has made to obtain such information.
11. The Secretary of Labor may direct that any bidder or prospective contractor or subcontractor shall submit, as part of his Compliance Report, a statement in writing, signed by an authorized officer or agent on behalf of any labor union or any agency referring workers or providing or supervising apprenticeship or other training, with which the bidder or prospective contractor deals, with supporting information, to the effect that the signer's practices and policies do not discriminate on the grounds of race, color, religion, sex or national origin, and that the signer either will affirmatively cooperate in the implementation of the policy and provisions of this order or that it consents and agrees that recruitment, employment, and the terms and conditions of employment under the proposed contract shall be in accordance with the purposes and provisions of the order. In the event that the union or the agency shall refuse to execute such a statement, the Compliance Report shall so certify and set forth what efforts have been made to secure such a statement and such additional factual material as the Secretary of Labor may require.
12. The Contractor will cause the foregoing provisions to be inserted in all subcontracts for work covered by this Agreement so that such provisions will be binding upon each subcontractor, provided that the foregoing provisions shall not apply to contracts or subcontracts for standard commercial supplies or raw materials.
CONFLICT OF INTEREST OF MEMBERS, OFFICERS, OR EMPLOYEES OF CONTRACTORS, MEMBERS OF LOCAL GOVERNING BODY, OR OTHER PUBLIC OFFICIALS:
Pursuant to 24 CFR 570.611, no member, officer, or employee of the Grantee, or its designees or agents, no member of the governing body of the locality in which the program is situated, and no other public official of such locality or localities who exercise or have exercised any functions or responsibilities with respect to CDBG activities assisted under this part, or who are in a position to participate in a decision-making process or gain inside information with regard to such activities, may obtain a financial interest or benefit from a CDBG-assisted activity, or have a financial interest in any contract, subcontract or agreement with respect to a CDBG-assisted activity or its proceeds, either for themselves or those with whom they have business or immediate family ties, during their tenure or for one (1) year thereafter. The Grantee shall incorporate, or cause to be 20 89
incorporated, in all such contracts or subcontracts a provision prohibiting such interest pursuant to the purposes of this Section.
INSURANCE: Maintenance, if so required by law, unemployment insurance, disability insurance and liability insurance, which is reasonable to compensate any person, firm, or corporation, who may be injured or damaged by the contractor, or any subcontractor in performing the grant activity(ies) or any part of it.
DISADVANTAGED/MINORITY/WOMEN BUSINESS ENTERPRISE FEDERAL REGULATORY REQUIREMENTS UNDER 24 CFR 85.36(e): The Contractor will take all necessary affirmative steps to assure that minority firms, women's business enterprises, and labor surplus area firms are used when possible.
1. Affirmative steps shall include:
i. Placing qualified small and minority businesses and women's business enterprises on solicitation lists;
ii. Assuring that small and minority businesses, and women's business enterprises are solicited whenever they are potential sources;
iii. Dividing total requirements, when economically feasible, into smaller tasks or quantities to permit maximum participation by small and minority business, and women's business enterprises;
iv. Establishing delivery schedules, where the requirement permits, which encourage participation by small and minority business, and women's business enterprises; v. Using the services/assistance of the Small Business Administration (SBA), and the Minority Business Development Agency (MBDA) of the Department of Commerce.
COPELAND “ANTI-KICKBACK” ACT (18 U.S.C. 874):
Contractor shall comply with the Copeland "Anti-Kickback" Act (18 U.S.C. 874) as supplemented in Department of Labor regulations (29 CFR Part 3).
COMPLIANCE WITH ALL FEDERAL LABOR STANDARD PROVISIONS:
Contractor shall comply with all provisions contained in the form HUD-4010, Federal Labor Standards Provisions.
COMPLIANCE WITH SECTIONS 103 AND 107 OF THE CONTRACT WORK HOURS AND SAFETY STANDARDS ACT (40 U.S.C. 327-330):
Contractor will comply with Sections 103 and 107 of the Contract Work Hours and Safety Standards Act (40 U.S.C. 327-330) as supplemented by Department of Labor regulations (29 CFR part 5). Requires the contracting officer to insert the clauses set forth in 29 CFR part 5, Construction contracts awarded by grantees and subgrantees in excess of $2000, and in excess of $2500 for other contracts which involve the employment of mechanics or laborers) REQUIREMENTS AND REGULATIONS PERTAINING TO DATA AND DESIGN:
All data and design and engineering work created under this Agreement shall be owned by the City and shall not be subject to copyright protection. The rights to any invention which is developed in the course of this Agreement shall be the property of the City.
REQUIREMENTS AND REGULATIONS PERTAINING TO REPORTING:
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The City, State CDBG, HUD and the Comptroller General of the United States or any of their duly authorized representatives shall be granted access to any books, documents, papers and records of Contractor which are directly pertinent the contract.
COMPLIANCE WITH CLEAN AIR ACT AND CLEAN WATER ACT:
Contractor shall comply with all applicable standards, orders and requirements issued under Section 306 of the Clean Air Act (42 U.S.C. 1857(h).
1. Contractor shall comply with all applicable standards, orders and requirements issued under Section 508 of the Clean Air Act (33 U.S.C. 1368).
2. Contractor shall comply with Executive Order 11738 and Environmental Protection Agency regulations (40 CFR Part 15).
COMPLIANCE WITH ENERGY POLICY AND CONSERVATION ACT (Pub. L. 94-163, 89 Stat. 871):
The Contractor shall comply with the mandatory standards and policies relating to energy efficiency which are contained in the state energy conservation plan issued in compliance with the Energy Policy and Conservation Act (Pub. L. 94-163,89 Stat. 871).
SOLID WASTE DISPOSAL ACT:
Contractor shall comply with Section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation and Recovery Act. The requirements of Section 6002 include: Procuring only items designated in guidelines of the Environmental Protection Agency (EPA) at 40 CFR Part 247 that contain the highest percentage of recovered materials practicable, consistent with maintaining a satisfactory level of competition. Where the purchase price of the item exceeds $10,000 or the value of the quantity acquired during the preceding fiscal year exceeded $10,000.
Procuring solid waste management services in a manner that maximizes energy and resource recovery. Establishing an affirmative procurement program for procurement of recovered materials identified in the EPA guidelines. In addition to these requirements, Contractor shall also comply with any other applicable federal, state, and local laws and regulations related to waste disposal and recycling.
RIGHTS TO INVENTION (37CFR Sec. 401.2 (a):
Rights to Inventions Made Under a Contract or Agreement. If the Federal award meets the definition of “funding agreement” under 37 CFR § 401.2 (a) and the recipient or subrecipient wishes to enter into a contract with a small business firm or nonprofit organization regarding the substitution of parties, assignment or performance of experimental, developmental, or research work under that “funding agreement,” the recipient or subrecipient must comply with the requirements of 37 CFR Part 401, “Rights to Inventions Made by Nonprofit Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative Agreements,” and any implementing regulations issued by the awarding agency.
D/MBE/WBE IMPLEMENTATION GUIDELINES:
The following information, as applicable, shall be retained by Contractor and produced upon request by General Services if determined by General Services to be necessary to establish the bidder's "good faith efforts" to meet the Disadvantaged/Minority/Women Business Enterprise (D/M/WBE) requirements.
22 91
1. The names and dates of advertisement of each newspaper, trade paper, and minorityfocus paper in which a request for D/M/WBE participation for this project was placed by the bidder.
2. The names and dates of notices of all certified D/M/WBEs solicited by direct mail for this project and the dates and methods used for following up initial solicitations to determine with certainty whether the D/M/WBEs were interested.
3. The items of work for which the bidder requested subbids or materials to be supplied by D/M/WBEs, the information furnished interested D/M/WBEs in the way of plans, specifications and requirements for the work, and any breakdown of items of work into economically feasible units to facilitate D/M/WBE participation. Where there are D/M/WBEs available for doing portions of the work normally performed by the bidder with his own forces, the bidder will be expected to make portions of such work available for D/M/WBEs to bid on.
4. The names of D/M/WBEs who submitted bids for any of the work indicated in (3) above, which were not accepted, a summary of the bidder's discussions and/or negotiations with them, the name of the subcontractor or supplier that was selected for that portion of work, and the reasons for the bidder's choice. If the reason for rejecting the D/M/WBE bid was price, give the price bid by the rejected D/M/WBE and the price bid by the selected subcontractor or supplier.
5. Assistance that the bidder has extended to D/M/WBEs identified in (4) above to remedy the deficiency in their sub-bids.
6. To find a D/M/WBE certified firm, you may call (916) 445-3520, go on-line to:
http://www.dot.ca.eov/hq/bep, or via mail at: D/M/WBE Listing for County, CalTrans - Publications Distribution Unit, 1900 Royal Oaks, Sacramento, CA 95815-3800.
DEBARMENT AND SUSPENSION:
Compliance with all required registrations requirements as provided by HUD and HCD as well as the System for Award Management System (SAM) as follows: (Executive Orders 12549 and 12689)—A contract award (see 2 CFR 180.220) must not be made to parties listed on the governmentwide exclusions in the System for Award Management (SAM), in accordance with the OMB guidelines at 2 CFR 180 that implement Executive Orders 12549 (3 CFR part 1986 Comp., p. 189) and 12689 (3 CFR part 1989 Comp., p. 235), “Debarment and Suspension.” SAM Exclusions contains the names of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549.
ANTI-LOBBYING COMPLIANCE:
Byrd Anti-Lobbying Amendment (31 U.S.C. 1352)—Contractors that apply or bid for an award exceeding $100,000 must file the required certification. Each tier certifies to the tier above that it will not and has not used Federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any Federal contract, grant or any other award covered by 31 U.S.C. 1352. Each tier must also disclose any lobbying with nonFederal funds that takes place in connection with obtaining any Federal award. Such disclosures are forwarded from tier to tier up to the non-Federal award.
AUDIT, RETENTION AND INSPECTION OF RECORDS:
23 92
The Contractor agrees that the (City/County), the Department of Housing and Community Development, the Federal Department of Housing and Urban Development (HUD), or its designee will have the right to review, obtain, and copy all records pertaining to performance of this Agreement. The Contractor agrees to provide any relevant information requested and shall permit the (City/County), the Department of Housing and Community Development, the Federal Department of Housing and Urban Development (HUD), or its designee access to its premises, upon reasonable notice, during normal business hours for the purpose of interviewing employees and inspecting and copying such books, records, accounts, and other material that may be relevant to a matter under investigation for the purpose of determining compliance with California Public Contract Code (PCC) Section 10115 et seq., Government Code (GC) Section 8546.7 and 2 CCR 1896.60 et seq.
The Contractor further agrees to maintain such records for a period of five (5) years after final payment under this Agreement, and that on or before the end of the five (5) year audit/retention period, the Consultant shall release and deliver to the (City/County) all original records and related documentation.
24 93
STAFF REPORT TO COUNCIL
May 5, 2026
TO: Mayor and Council
FROM: Stan Bulla, Public Works Director
SUBJECT: Consideration of Resolution No. 2026-18, Ratifying The Purchase of One 2026 Ford F-250 Service Vehicle for the Public Works Department From Fahrney Ford in the Amount of $60,832.15.
Recommendation:
Council approval of Resolution No. 2026-18, Ratifying the Purchase of a 2026 F-250 Service Vehicle from Fahrney Ford for $60,832.15. and authorizing the City Manager to execute the purchase documents.
Executive Summary:
Staff is seeking Council’s ratification of the City Manager’s authorized purchase of a service vehicle on April 29, 2026. It was determined to be in the best interests of the City to secure the best price due to price increases on all Ford vehicles and Scelzi service body pricing effective May 1, 2026. The purchase is consistent with the Council’s approval of grant agreements for purchase of a skid steer and a service vehicle under Resolution No. 2026-06 on March 3, 2026.
The cost of the vehicle is $60,832.15. The USDA Community Facility Program Grant will cover $50,000.00, and the remaining $10,832.15 will be City match.
Background:
The City’s service fleet has a current average age of over 15 yrs. This means an increase in maintenance cost and upkeep to keep the fleet running on a normal basis. This will allow the city to upgrade our service fleet and lower costs in the future. The City was able to secure a grant from USDA’s Community Facility Program Grant.
Attachments:
1. Resolution No. 2026-18
2. Fahrney Ford Vehicle Quote
3. Resolution No. 2026-06
94 RESOLUTION NO. 2026-18
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN JOAQUIN RATIFYING THE PURCHASE OF ONE 2026 FORD F-250 TRUCK FOR THE PUBLIC WORKS DEPARTMENT IN THE AMOUNT OF $60,832.15.
WHEREAS, the City of San Joaquin’s (“City”) Public Works Department is in need of replenishing due to the age/use of the fleet vehicles which have reached or are nearing their operational/mechanical life; and
WHEREAS, the City has been awarded an USDA Community Facilities Program Grant in the amount of $50,000; and
WHEREAS, the City Council of the City of San Joaquin approved Resolution No. 2026-06 on March 3, 2026, for approval of USDA’s Rural Development Community Facilities Program Grant Agreements for the purchase of a skid steer and service vehicle; and WHEREAS, the Public Works Department collected quotes from three vendors for the purchase of one (1) 2026 Ford F-250 trucks; and
WHEREAS, Fahrney Ford provided the lowest responsible quote amongst the three quotes provided; and
WHEREAS, the quoted price will expire on April 30, 2026, and the price will increase significantly on May 1, 2026; and
WHEREAS, it is in the best interest of the City to purchase the vehicle based on the quoted price; and
WHEREAS, the USDA Community Facilities Program Grant will fund $50,000.00, and the remaining $10,832.15 will be funded by the Streets and Roads Funds; WHEREAS, the purchase meets all state and local standards for the purchase of equipment; and WHEREAS, based on the foregoing, the City Manager authorized the purchase from Fahrney Ford and seeks the City Council’s ratification of the purchase.
NOW, THEREFORE, the City Council of the City of San Joaquin resolves as follows:
1. The foregoing recitals are true and correct and are incorporated by reference;
2. The Council ratifies the purchase of one (1) 2026 Ford F-250 trucks from Fahrney Ford in the amount of $60,832.15.
3. The City Manager is authorized to execute the purchase documents.
4. This resolution is effective upon adoption.
(certification on following page)
95 The foregoing resolution was adopted at a regular meeting of the City Council of the City of San Joaquin the 5th day of May 2026 and passed at said meeting by the following vote:
______________________________
Adam Flores-Cornejo, Mayor
ATTEST:
I, Alondra Bautsta, City Clerk of the City of San Joaquin, do hereby certify that the foregoing resolution was duly adopted and passed by the City Council at a regular meeting of said City Council, held at the San Joaquin Council Chambers on May 5, 2026, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
__________________________________________
Alondra Bautista, City Clerk
96 97
4/28126, 8:31 AM Preview Order 2897 - F2A 4x2 Reg Cab SRW- San joaquin €$ New 2026 F250 Reg Cab Pickup Box Delete w/Scelzi Service Body Preview Order 2897 - F2A 4x2 Reg Cab SRW: Order Summary Time of Preview: 04/28/2026 08:29:54 Receipt: NA Dealership Name: Fahrney Ford Sales Sales Code : F72491 Dealer Rep.
Customer Name
DESCRIPTION
Ken Pattillo
San joaquin
F250 4X2 STYLESIDE PICKUP/142
142 INCH WHEELBASE
TOTAL BASE VEHICLE
OXFORD WHITE
CLOTH 40/20/40 SEAT
MEDIUM DARK SLATE
PREFERRED EQUIPMENT PKG.600A
.XL TRIM
.AIR CONDITIONING-· CFC FREE
.AM/FM STEREO MP3/CLK
.6.8L DEVCT NA PFI V8 ENGINE
10-SPEED AUTO TORQSHIFT-G
.LT245/75R17E BSW ALL-SEASON
3.73 RATIO NON LTD SLIP AXLE
PICKUP BOX DELETE
.REAR VIEW CAMERA & PREP KIT
JOB #1 ORDER
FORD FLEET SPECIAL ADJUSTMENT
FRONT LICENSE PLATE BRACKET
Type Fleet Vehicle Line Superduty
Priority Code G4 Model Year 2026
M SRP DESCRIPTION
$45975 VEHICLE INTEGRATION SYSTEM 2.0
$0 9900# GVWR PACKAGE
$45975 50 STATE EMISSIONS
$0 SPARE TIRE AND WHEEL
$100 TRAILER BRAKE CONTROLLER
$0 JACK
$0 HEAVY SERVICE PACKAGE
$0 UPFITTER SWITCHES
$0 190AMP(GAS)/250AMP(6. 7L) ALTR
$0 HEAVY SERVICE FRONT SUSPENSION
$0 CONN PKG: 1 YR INCL W/FORD APP
$0 SPECIAL DEALER ACCOUNT ADJUSTM
$0 SPECIAL FLEET ACCOUNT CREDIT
$0 FUEL CHARGE
$-625 NET INVOICE FLEET OPTION (B4A)
$0 PRICED DORA
$0 ADVERTISING ASSESSMENT
$0 DESTINATION & DELIVERY
$0
Order from the Factory by 4/30/2026 for: $43,825.00 for chassis
TOTAL BASE AND OPTIONS
DISCOUNTS
TOTAL
$12,506.00 for body
$4,492.40 Sales Tax(7.975%)
$8.75 CA Tire Fee
Order Code 2897
Price Level 645
M SRP
$400
$0
$0
$295
$300
$0
$125
$250
$0
$125
$0
$0
$0
$0
$0
$0
$0
$2795
MSRP
$49740
NA
$49740
ORDERING FIN: KP083 END USER FIN: KP083
$60,832.15 Out The Door per Unit
Customer Name: City of San Joaquin CA.
Customer Address: 21900 Colorado Ave.
San Joaquin, CA. 93660
aboul:blank
Customer Email: [email protected]
Customer Phone: (559) 364-6017
213
98 91sce::t:tlfRffSf INC. Quotation
2286 E. Date Ave.
Fresno, CA 93706
Phone: 559-237-5541
Fax: 559-237-5554
www.SEINC.com
Bill To: SWANSON FAHRNEY FORD
End User CITY OF SAN JOAQUIN
Attn: PATTILLO, KEN
PO BOX 160
SELMA, CA 93662-0160
559-896-4121
Quote Date: 08/07/2025
Expiration Date: 09/06/2025
Sales Tax Fresno*@ 8.350%
Notes:
Salesman:
Ship Via:
Terms:
PO Number:
303827
Date: 4/28/2026, 7:26:15 AM
User: Gray, Charles
Ship To: Fresno Will Call
Gray, Charles
End User: CITY OF SAN JOAQUIN
Attn: Scelzi Enterprises
2664 S Cherry Ave.
Fresno, CA 93706
WILL CALL, Fresno, CA - Sales Office (Will Call)
Net 10
MOUNT IN FRESNO
PAINT BODY WHITE
MID-SHIP FUEL TANK
***CUSTOMER TO PROVIDE CHASSIS SPECS, VIN# AND AVAILABILITY OF CHASSIS0* Qty Part Number Description Total Tax
1 CUSTOMER TRUCK 2026 - FORD F-250 - REG CAB - SRW - GAS - WHITE - 56"CA $0.00 1 SB-98-7 9-49-38-VO 1 EA - ALL LIGHTS L E.D. $12,396.00 1 BUMPER SIG - 6" 6" DIAMOND PLATE STEP BUMPER $0.00
POWDER COATED GRAY
1EA - USE FACTORY RECEIVER HITCH
1EA- 7 PRONG FLAT RV PLUG #1 2707
1EA - INSTALL FACTORY REAR VIEW CAMERA
1 LADDER RACK - 2x3x 120 2" X 3" X .120 WALL FORKLIFT ACCESS -POWDER COATED WHITE $0.00 1 WEIGHT CERTIFICATE WEIGHT CERTIFICATE OF COMPLETED UNIT $57.00 1 HAZ MAT - HWD FEE HAZARDOUS WASTE DISPOSAL FEE $53.00 99 Quotation
303827
Date: 4128/2026, 7:26:15 AM
1 WILL CALL CUSTOMER TO PICK UP COMPLETED UNIT IN FRESNO, CA User: Gray, Charles
$0.00
Sub Total $12,506.00
Sales Tax $0.00
Total $12,506.00
DISCLAIMERS
TERMS: Standard terms are Net 10 Days, any deviations need to be in writing before production CHASSIS: Scelzi Enterprises, Inc. is not responsible for flashing or modification of any chassis modules due to the installation of a body
Including but not limited to camera installation, erratic turn signal operation, etc CHANGES: Each change after quote is accepted will constitute a $600.00 fee in addition to the cost of the change No changes will be made to orders 2 weeks prior to production start date DRAWINGS: Any changes to drawings after acceptance and 2 weeks prior to production start date will constitute a $500.00 fee or more at $150. 00 per hour
No changes will be made to drawings 2 weeks pnor to production start date PAINT: Scelzi Enterprises, Inc. does not guarantee a perfect color match due to inconsistencies in factory paints and procedures
THIS WORK AUTHORIZED BY
Payment in full on completion of job if credit arrangements have not been made in advance The above quotation is submitted according to specifications submitted by customer. Any alterations or changes increasing production costs will be charged for accordingly.
DATE
Estimate
Prepared By:
Sales Rep:
Leibold,
Nicole
Gray,
Charles
100
RESOLUTION NO. 2026-06
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN JOAQUIN
APPROVING USDA RURAL DEVELOPMENT COMMUNITY FACILITIES
PROGRAM GRANT AGREEMENTS AND AUTHORIZING CITY MANAGER
TO EXECUTE THE AGREEMENTS
WHEREAS, the City has submitted two applications to USDA Rural Redevelopment for the Community Facilities Program Grant in the total amount of $100,000 ($50,000 application 1 and $50,000 application 2) for purchase of a skid steer and a service vehicle; and WHEREAS, the City has been awarded funds for both applications and wishes to proceed with acceptance of the grants; and
WHEREAS, the Council desires to accept the grant funds for both applications.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of San Joaquin as follows:
1. The foregoing recitals are true and correct and incorporated by reference.
2. The City Council accepts and approves the grant agreements.
3. The City Manager is authorized to execute the agreements and all necessary documentation and submit all required application information to the United State Department of Agriculture Rural Development.
4. This resolution is effective upon adoption.
(Certification on following page.)
101
CERTIFICATION
The foregoing resolution was adopted at a regular meeting of the City Cow1cil of the City of San Joaquin the 3!.b. day of March 2026 and passed at said meeting the following vote:
AYES: 5
NOES: 0
ABSENT: 0
ABSTAIN: 0
Adam Flores-Cornejo, Mayor
ATTEST:
Alondra Bautista, City Clerk
STAFF REPORT TO COUNCIL
May 5, 2026
TO: Mayor and Council
FROM: Stan Bulla, Public Works Director
SUBJECT: Purchase of a Skid Steer through Sourcewell, using authorized Grant Funds from USDA Community Facilities Program Grant.
Recommendation:
Council adopt Resolution No. 2026-19, for the purchase of a Skid Steer from Quinn Cat through Sourcewell Contract No. 020223-CAT for $71,561.01 with the use of USDA Community Facilities Program Grant and authorize City Manager or Designee to sign the contract.
Executive Summary:
The City currently does not have a working Skid Steer. The cost to have ours fixed and maintained is becoming increasingly more expensive. The City was able to get a partial grant from USDA to pay for a new skid Steer. This would allow us to better utilize our City staff and reduce the time it takes to do certain tasks. The cost of the Skid Steer is $71,561.01 the grant will cover about $50,000 of the purchase. The remaining $21,561.01 will be split among the Water, Sewer, and Streets and Roads Funds.
The Skid Steer will be purchased from Quinn Cat through Sourcewell Contract No. 020223- CAT. The purchase ensures compliance with procurement standards while providing costeffective and efficient purchasing for the City. Through Sourcewell, the City benefits from prenegotiated pricing and access to vetted suppliers, simplifying procurement, and ensuring the best value for USDA Community Facilities Program activities. 102
RESOLUTION NO. 2026-19
A RESOLUTION OF THE CITY COUNCIL OF THE
CITY OF SAN JOAQUIN APPROVING THE PURCHASE OF A SKID STEER FOR THE AMOUNT OF $71,561.01 WITH QUINN CAT THROUGH SOURCEWELL AND
AUTHORIZE THE CITY MANAGER OR DESIGNEE TO EXECUTE DOCUMENTS WHEREAS, the City Council of the City of San Joaquin has the authority to authorize expenditures to ensure the adequate equipment deemed necessary; and WHEREAS, the City’s old skid steer is non-operational and the City has been awarded an USDA Community Facilities Program Grant in the amount of $50,000.00; and WHEREAS, the Skid Steer will be procured from Quinn Cat through Sourcewell a cooperative purchasing program that streamlines the acquisition process by leveraging competitively awarded contracts; and
WHEREAS, this approach ensures compliance with procurement stands while providing costeffective and efficient purchasing for the City; and WHEREAS, through Sourcewell, the City benefits from pre-negotiated pricing and access to vetted suppliers, simplifying procurement; and
WHEREAS, USDA Community Facilities Program Grant will fund $50,000.00, and the remaining $21,561.01 will be funded by the Water, Sewer, and Streets and Roads Funds. This meets all state and local standards for the purchase of equipment.
NOW THEREFORE, the City Council of the City of San Joaquin resolves as follows:
1. The foregoing recitals are true, correct, and incorporated by reference.
2. The City Council approves use of the USDA Community Facilities Program Grant Funds of $50,000.00 for the purchase of a Skid Steer, with $21,561.01 funded by Water, Sewer, and Streets and Roads Funds.
3. The City Council approves the purchase of the Skid Steer from Quinn Cat through Sourcewell in the amount of Seventy-One Thousand Five Hundred Sixty-One Dollars and One Cent ($71,561.01).
4. The City Council authorizes the City Manager or designee to proceed and execute all documents necessary from commencement to finalization of said purchase.
The foregoing resolution was adopted at a regular meeting of the City Council of the City of San Joaquin the 5th of May 2026, and passed at said meeting with the following vote:
103
AYES:
NOES:
ABSENT:
ABSTAIN:
Adam Flores-Cornejo, Mayor
ATTEST:
_______________________________
Alondra Bautista, City Clerk
104
Quote 182726-02
182726-02
April 14, 2026
CITY OF SAN JOAQUIN
PO BOX 758
SAN JOAQUIN, CA 93660-0758
Attention: STAN BULLA
Dear Sir,
We would like to thank you for your interest in our company and our products and are pleased to provide the following Sourcewell bid for your review. This bid is using Sourcewell contract number 020223-CAT with City of San Joaquin Sourcewell membership number 26985.
One (1) New Caterpillar Inc. Model: 236D3 Skid Steer Loader including standard and optional equipment as listed.
STOCK NUMBER: TBD SERIAL NUMBER: TBD YEAR: 2026 SMU:
We wish to thank you for the opportunity of quoting on your equipment needs. This quotation is valid for 30 days, after which time we reserve the right to re-quote. If there are any questions, please do not hesitate to contact me.
Sincerely,
Scott Fishel
Machine Sales Representative
105
QUINNm!I
Quote 182726-02
One (1) New Caterpillar Inc. Model: 236D3 Skid Steer Loader including standard and optional equipment as listed.
Standard Equipment
POWERTRAIN
Cat C2.2TA DI diesel engine Filters, canister type, fuel -Gross horsepower per SAE J1349 and water separator
66.0 hp (49.2 kW) 2800 RPM Radiator / hydraulic oil
-Electric fuel priming pump cooler (side-by-side)
-Glow plugs starting aid Spring applied, hydraulically released, -Liquid cooled, direct injection parking brakes
Air cleaner, dual element, radial seal Hydrostatic transmission S-O-S sampling valve, hydraulic oil Four-wheel chain drive Filter, cartridge type, hydraulic
HYDRAULICS
ISO and H pattern controls: Electro/hydraulic hydrostatic Electro/hydraulic implement control Transmission Control
ELECTRICAL
12-volt electrical system -Gauge backlighting
80 ampere alternator -Two rear taillights
Ignition key start / stop / aux switch -Dome light
Lights: Backup alarm
-LED work lights (2 front, 2 rear) Electrical outlet, beacon
OPERATOR ENVIRONMENT
Operator warning system indicators: Control interlock system, when operator -Air filter restriction Leaves seat or armrest raised:
-Alternator output -Hydraulic system disables
-Armrest raised / operator out of seat - Hydrostatic transmission disables -Engine coolant temperature - Parking brake engages
-Engine oil pressure ROPS Cab, Open, Tilt Up
-Glow plug activation Anti-theft security system w/6-button -Hydraulic filter restriction keypad
-Hydraulic oil temperature FOPS, Level I
-Park brake engages Top and rear windows
-Engine emission system Floormat
Gauges: fuel level and hour meter Interior rear-view mirror Storage compartment with netting USB charging port
Ergonomic contoured armrest Horn
Adjustable joystick controls Hand (dial) throttle, electronic 106
Quote 182726-02
FRAMES
Lift linkage, radial path Belly pan cleanout
Chassis, one piece welded Support, lift arm
Machine tie down points (6) Rear bumper, welded
OTHER STANDARD EQUIPMENT
Engine enclosure - lockable Heavy duty flat faced quick disconnects Extended life antifreeze (-37C, -34F) with integrated pressure release Coupler, mechanical Split D-ring to route work tool hoses Hydraulic oil level sight gauge alongside of left lift arm Radiator coolant level sight gauge Hydraulic demand cooling fan Radiator expansion bottle Per SAE J818-2007 and EN 474-3:2006 and Cat ToughGuard TM hose ISO 14397-1:2007
WARRANTY & COVERAGE
Standard Warranty: 24 MONTHS / 2,000 HOURS FULL MACHINE CSA 24 MO / 1,000 HR PARTS ONLY + VISIONLINK CONNECT - QUINN CVA 107
Quote 182726-02
MACHINE SPECIFICATIONS
236D3 SKID STEER LOADER 615-1936 $56,590.00
Meets U.S. Tier 4 Final & EU Stage V emission requirements. $0.00 CAB PACKAGE, PRO PLUS* 639-6443 $16,730.00
AXLES, STANDARD 528-0197 $0.00
RIDE CONTROL 629-5275 $1,405.00
BATTERY, HD, DISCONNECT, 850 CCA 607-1675 $170.00
REAR LIGHTS 356-6082 $0.00
DOOR, CAB, POLYCARBONATE 539-8616 $287.00
SEAT BELT, 3'' 542-6995 $191.00
PRODUCT LINK, CELLULAR PL243 641-1758 $0.00
TIRES, 10/16.5 GA 8PR 568-4627 $110.00
HYDRAULIC OIL, STANDARD 601-4753 $0.00
CERTIFICATION ARR, P65 563-1163 $0.00
INSTRUCTIONS, ANSI, USA 632-0481 $0.00
INSTRUCTIONS, ENGLISH 580-1439 $0.00
FILM, RIDE CONTROL, ANSI 422-3445 $0.00
COUNTERWEIGHT, MACHINE, EXTERNAL 345-5148 $1,380.00
MOUNTING, FIRE EXTINGUISHER 563-7518 $269.00
BUCKET-GP, 68'', BOCE 279-5369 $1,861.00
*CAB PACKAGE PRO PLUS INCLUDES
615-1011 HYDRAULICS, PERFORMANCE, (H2) STANDARD FLOW 20 gpm 512-4115 CONTROL, ISO, PROP, WT
617-7471 POWERTRAIN, TWO SPEED
495-1671 LIGHTS, LED 631-1683 ROPS, OPEN (C1)
416-9265 DISPLAY, ADVANCED, LCD, REAR VISION CAMERA
608-6532 FAN, COOLING, DEMAND
388-8298 QUICK COUPLER, MANUAL 536-9739
SEAT, AIR SUSPENSION, VINYL, HEATED
Sourcewell Contract number 020223-CAT
City of San Joaquin Sourcewell membership number 26985
TOTAL LIST PRICE $78,993.00
CITY OF SAN JOAQUIN SOURCEWELL MEMBER DISCOUNT 21% <$16,588.53> ADJUSTED BASE MACHINE/OPTIONS PRICE $62,404.47
CUSTOMER INVOICE
BASE MACHINE/ OPTIONS PRICE $62,404.47
ASSEMBLY / PREP/ SET UP / $ 3,864.58
TOTAL SOURCEWELL PRICE $66,269.05
SALES TAX 7.975% $5,284.96
CALIFORNIA TIRE FEE $7.00
TOTAL INVOICE $71,561.01
ALL PRICES SUBJECT TO APPLICABLE TAXES, AVAILABILITY AND CHANGE WITHOUT NOTICE. ALL FINANCING SUBJECT TO CREDIT APPROVAL, DOCUMENT FEES AND INTEREST RATES SUBJECT TO CHANGE WITHOUT NOTICE. 108
020223-CAT
Rev. 3/2022 1
Caterpillar: Confidential Green
Solicitation Number: RFP #020223
CONTRACT
This Contract is between Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and Caterpillar Inc., 5212 N. O’Connor Blvd., Suite 1100, Irving, TX 75039 (Supplier).
Sourcewell is a State of Minnesota local government unit and service cooperative created under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that offers cooperative procurement solutions to government entities. Participation is open to eligible federal, state/province, and municipal governmental entities, higher education, K-12 education, nonprofit, tribal government, and other public entities located in the United States and Canada.
Sourcewell issued a public solicitation for Medium Duty and Compact Construction Equipment with Related Attachments from which Supplier was awarded a contract.
Supplier desires to contract with Sourcewell to provide equipment, products, or services to Sourcewell and the entities that access Sourcewell’s cooperative purchasing contracts (Participating Entities).
1. TERM OF CONTRACT
A. EFFECTIVE DATE. This Contract is effective upon the date of the final signature below.
B. EXPIRATION DATE AND EXTENSION. This Contract expires April 17, 2027, unless it is cancelled sooner pursuant to Article 22. This Contract may be extended one additional year upon the request of Sourcewell and written agreement by Supplier.
C. SURVIVAL OF TERMS. Notwithstanding any expiration or termination of this Contract, all payment obligations incurred prior to expiration or termination will survive, as will the following: Articles 11 through 14 survive the expiration or cancellation of this Contract. All other rights will cease upon expiration or termination of this Contract.
2. EQUIPMENT, PRODUCTS, OR SERVICES
A. EQUIPMENT, PRODUCTS, OR SERVICES. Supplier will provide the Equipment, Products, or Services as stated in its Proposal submitted under the Solicitation Number listed above.
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Supplier’s Equipment, Products, or Services Proposal (Proposal) is attached and incorporated into this Contract.
Pursuant to Section 10(b), Supplier will subcontract certain obligations under this Contract to its dealers. Only those dealers that sign a Participation Agreement with Supplier obligating them to comply with the terms of this Contract will be eligible to provide Equipment, Products, or Services as a subcontractor under this Contract. In the event there is no dealer who has entered into a Participation Agreement available to provide Equipment, Products, or Services to a Participating Entity, Supplier will be under no obligation to provide Equipment, Products, or Services to such Participating Entity under this Contract. Supplier will provide a copy of this Contract to its dealers that would normally service Participating Entities and invite such dealers to enter into a Participation Agreement as a subcontractor of Supplier under the terms of this Contract.
All Equipment and Products provided under this Contract must be new and the current model.
Supplier may offer close-out or refurbished Equipment or Products if they are clearly indicated in Supplier’s product and pricing list. Unless agreed to by the Participating Entities in advance, Equipment or Products must be delivered as operational to the Participating Entity’s site.
This Contract offers an indefinite quantity of sales, and while substantial volume is anticipated, sales and sales volume are not guaranteed.
B. WARRANTY. Supplier warrants that all Equipment, Products, and Services furnished are free from liens and encumbrances, and are free from defects in design, materials, and workmanship.
In addition, Supplier warrants the Equipment, Products, and Services are suitable for and will perform in accordance with the ordinary use for which they are intended. Supplier’s dealers and distributors must agree to assist the Participating Entity in reaching a resolution in any dispute over warranty terms with the manufacturer. Any manufacturer’s warranty that extends beyond the expiration of the Supplier’s warranty will be passed on to the Participating Entity.
C. DEALERS, DISTRIBUTORS, AND/OR RESELLERS. Upon Contract execution and throughout the Contract term, Supplier must provide to Sourcewell a current means to validate or authenticate Supplier’s authorized dealers, distributors, or resellers relative to the Equipment, Products, and Services offered under this Contract, which will be incorporated into this Contract by reference. It is the Supplier’s responsibility to ensure Sourcewell receives the most current information.
3. PRICING
All Equipment, Products, or Services under this Contract will be priced at or below the price percentage list discount stated in Supplier’s Proposal.
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Upon request made to a participating CAT dealer, from a Participating Entity identifying themselves as a Sourcewell member by providing their Sourcewell member number and contract number; formal quotes will list all costs, including all delivery expenses, such as freight and permits (when required). Alternatively, Participating Entities may choose to make their own transportation arrangements. In such case, there would be no delivery charges from the local participating Cat dealer.
Regardless of the payment method chosen by the Participating Entity, the total cost associated with any purchase option of the Equipment, Products, or Services must always be disclosed in the pricing quote to the applicable Participating Entity at the time of purchase.
A. SHIPPING AND SHIPPING COSTS. All delivered Equipment and Products must be properly packaged. Damaged Equipment and Products may be rejected. If the damage is not readily apparent at the time of delivery, Supplier must permit the Equipment and Products to be returned within a reasonable time at no cost to Sourcewell or its Participating Entities.
Participating Entities reserve the right to inspect the Equipment and Products at a reasonable time after delivery where circumstances or conditions prevent effective inspection of the Equipment and Products at the time of delivery. In the event of the delivery of nonconforming Equipment and Products, the Participating Entity will notify the Supplier as soon as possible and the Supplier will replace nonconforming Equipment and Products with conforming Equipment and Products that are acceptable to the Participating Entity.
Supplier must arrange for and pay for the return shipment on Equipment and Products that arrive in a defective or inoperable condition.
Sourcewell may declare the Supplier in breach of this Contract if the Supplier intentionally delivers substandard or inferior Equipment or Products.
B. SALES TAX. Each Participating Entity is responsible for supplying the Supplier with valid taxexemption certification(s). When ordering, a Participating Entity must indicate if it is a taxexempt entity.
C. HOT LIST PRICING. At any time during this Contract, Supplier may offer a specific selection of Equipment, Products, or Services at discounts greater than those listed in the Contract.
When Supplier determines it will offer Hot List Pricing, it must be submitted electronically to Sourcewell in a line-item format. Equipment, Products, or Services may be added or removed from the Hot List at any time through a Sourcewell Price and Product Change Form as defined in Article 4 below.
Hot List program and pricing may also be used to discount and liquidate close-out and discontinued Equipment and Products as long as those close-out and discontinued items are clearly identified as such. Current ordering process and administrative fees apply. Hot List Pricing must be published and made available to all Participating Entities.
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4. PRODUCT AND PRICING CHANGE REQUESTS
Supplier may request Equipment, Product, or Service changes, additions, or deletions at any time. All requests must be made in writing by submitting a signed Sourcewell Price and Product Change Request Form to the assigned Sourcewell Supplier Development Administrator. This approved form is available from the assigned Sourcewell Supplier Development Administrator.
At a minimum, the request must:
• Identify the applicable Sourcewell contract number;
• Clearly specify the requested change;
• Provide sufficient detail to justify the requested change; • Individually list all Equipment, Products, or Services affected by the requested change, along with the requested change (e.g., addition, deletion, price change); and • Include a complete restatement of pricing documentation in Microsoft Excel with the effective date of the modified pricing, or product addition or deletion. The new pricing restatement must include all Equipment, Products, and Services offered, even for those items where pricing remains unchanged.
A fully executed Sourcewell Price and Product Request Form will become an amendment to this Contract and will be incorporated by reference.
5. PARTICIPATION, CONTRACT ACCESS, AND PARTICIPATING ENTITY REQUIREMENTS
A. PARTICIPATION. Sourcewell’s cooperative contracts are available and open to public and nonprofit entities across the United States and Canada; such as federal, state/province, municipal, K-12 and higher education, tribal government, and other public entities.
B. Supplier may not enter into a contract with a U.S. Federal Government entity prior to obtaining necessary internal approvals and shall not be obligated to provide Equipment, Products or Services to any U.S. Federal Government entity under this Contract unless separately agreed in writing. Suppliermay work with such parties and may agree to provide equipment or services under the Contract on a case-by-case basis.
The benefits of this Contract should be available to all Participating Entities that can legally access the Equipment, Products, or Services under this Contract. A Participating Entity’s authority to access this Contract is determined through its cooperative purchasing, interlocal, or joint powers laws. Any entity accessing benefits of this Contract will be considered a Service Member of Sourcewell during such time of access. Supplier understands that a Participating Entity’s use of this Contract is at the Participating Entity’s sole convenience and Participating Entities reserve the right to obtain like Equipment, Products, or Services from any other source.
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Supplier is responsible for familiarizing its sales and service forces with Sourcewell contract use eligibility requirements and documentation and will encourage potential participating entities to join Sourcewell. Sourcewell reserves the right to add and remove Participating Entities to its roster during the term of this Contract.
C. PUBLIC FACILITIES. Supplier’s employees may be required to perform work at governmentowned facilities, including schools. Supplier’s employees and agents must conduct themselves in a professional manner while on the premises, and in accordance with Participating Entity policies and procedures, and all applicable laws.
6. PARTICIPATING ENTITY USE AND PURCHASING
A. ORDERS AND PAYMENT. To access the contracted Equipment, Products, or Services under this Contract, a Participating Entity must clearly indicate to Supplier that it intends to access this Contract; however, order flow and procedure will be developed jointly between Sourcewell and Supplier. Typically, a Participating Entity will issue an order directly to Participating Dealers with payments made to the Participating Dealers. If a Participating Entity issues a purchase order, it may use its own forms, but the purchase order should clearly note the applicable Sourcewell contract number. All Participating Entity orders under this Contract must be issued prior to expiration or cancellation of this Contract; however, Supplier performance, Participating Entity payment obligations, and any applicable warranty periods or other Supplier or Participating Entity obligations may extend beyond the term of this Contract.
Supplier’s acceptable forms of payment are included in its attached Proposal. Participating Entities will be solely responsible for payment and Sourcewell will have no liability for any unpaid invoice of any Participating Entity.
B. ADDITIONAL TERMS AND CONDITIONS/PARTICIPATING ADDENDUM. Additional terms and conditions to a purchase order, or other required transaction documentation, may be negotiated between a Participating Entity and Supplier’s Participating Dealer, such as job or industry-specific requirements, legal requirements (e.g., affirmative action or immigration status requirements), or specific local policy requirements. Some Participating Entities may require the use of a Participating Addendum, the terms of which will be negotiated directly between the Participating Entity and the Supplier’s Participating Dealer or its authorized dealers, distributors, or resellers, as applicable. Any negotiated additional terms and conditions must never be less favorable to the Participating Entity than what is contained in this Contract.
C. SPECIALIZED SERVICE REQUIREMENTS. In the event that the Participating Entity requires service or specialized performance requirements not addressed in this Contract (such as ecommerce specifications, specialized delivery requirements, or other specifications and requirements), the Participating Entity and the Supplier may enter into a separate, standalone agreement, apart from this Contract. Sourcewell, including its agents and employees, will not be made a party to a claim for breach of such agreement.
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D. TERMINATION OF ORDERS. Participating Entities may terminate an order, in whole or in part, immediately upon notice to Supplier in the event of any of the following events:
1. The Participating Entity fails to receive funding or appropriation from its governing body at levels sufficient to pay for the equipment, products, or services to be purchased; or
2. Federal, state, or provincial laws or regulations prohibit the purchase or change the Participating Entity’s requirements.
E. GOVERNING LAW AND VENUE. The governing law and venue for any action related to a Participating Entity’s order will be determined by the Participating Entity making the purchase.
7. CUSTOMER SERVICE
A. PRIMARY ACCOUNT REPRESENTATIVE. Supplier will assign an Account Representative to Sourcewell for this Contract and must provide prompt notice to Sourcewell if that person is changed. The Account Representative will be responsible for:
• Maintenance and management of this Contract;
• Timely response to all Sourcewell and Participating Entity inquiries; and • Business reviews to Sourcewell and Participating Entities, if applicable.
B. BUSINESS REVIEWS. Supplier must perform a minimum of one business review with Sourcewell per contract year. The business review will cover sales to Participating Entities, pricing and contract terms, administrative fees, sales data reports, performance issues, supply issues, customer issues, and any other necessary information.
8. REPORT ON CONTRACT SALES ACTIVITY AND ADMINISTRATIVE FEE PAYMENT A. CONTRACT SALES ACTIVITY REPORT. Each calendar quarter, Supplier must provide a contract sales activity report (Report) to the Sourcewell Supplier Development Administrator assigned to this Contract. Reports are due no later than 45 days after the end of each calendar quarter. A Report must be provided regardless of the number or amount of sales during that quarter (i.e., if there are no sales, Supplier must submit a report indicating no sales were made).
The Report must contain the following fields:
• Participating Entity Name (e.g., City of Staples Highway Department); • Participating Entity Physical Street Address;
• Participating Entity City;
• Participating Entity State/Province;
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• Participating Entity Zip/Postal Code;
• Participating Entity Contact Name;
• Participating Entity Contact Email Address;
• Participating Entity Contact Telephone Number;
• Sourcewell Assigned Entity/Participating Entity Number; • Item Purchased Description;
• Item Purchased Price;
• Sourcewell Administrative Fee Applied; and
• Date Purchase was invoiced/sale was recognized as revenue by Supplier.
B. ADMINISTRATIVE FEE. In consideration for the support and services provided by Sourcewell, the Supplier will pay an administrative fee to Sourcewell on all Equipment, Products, and Services provided to Participating Entities. The Administrative Fee must be included in, and not added to, the pricing. Supplier may not charge Participating Entities more than the contracted price to offset the Administrative Fee.
The Supplier will submit payment to Sourcewell for the percentage of administrative fee stated in the Proposal multiplied by the total sales of all Equipment, Products, and Services purchased by Participating Entities under this Contract during each calendar quarter. Payments should note the Supplier’s name and Sourcewell-assigned contract number in the memo; and must be mailed to the address above “Attn: Accounts Receivable” or remitted electronically to Sourcewell’s banking institution per Sourcewell’s Finance department instructions. Payments must be received no later than 45 calendar days after the end of each calendar quarter.
Supplier agrees to cooperate with Sourcewell in auditing transactions under this Contract to ensure that the administrative fee is paid on all items purchased under this Contract.
In the event the Supplier is delinquent in any undisputed administrative fees, Sourcewell reserves the right to cancel this Contract and reject any proposal submitted by the Supplier in any subsequent solicitation. In the event this Contract is cancelled by either party prior to the Contract’s expiration date, the administrative fee payment will be due no more than 30 days from the cancellation date.
9. AUTHORIZED REPRESENTATIVE
Sourcewell's Authorized Representative is its Chief Procurement Officer.
Supplier’s Authorized Representative is the person named in the Supplier’s Proposal. If Supplier’s Authorized Representative changes at any time during this Contract, Supplier must promptly notify Sourcewell in writing.
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10. AUDIT, ASSIGNMENT, AMENDMENTS, WAIVER, AND CONTRACT COMPLETE A. AUDIT. Pursuant to Minnesota Statutes Section 16C.05, subdivision 5, the books, records, documents, and accounting procedures and practices relevant to this Contract are subject to examination by Sourcewell or the Minnesota State Auditor for a minimum of six years from the end of this Contract. This clause extends to Participating Entities as it relates to business conducted by that Participating Entity under this Contract.
B. ASSIGNMENT. Neither party may assign or otherwise transfer its rights or obligations under this Contract without the prior written consent of the other party and a fully executed assignment agreement. Such consent will not be unreasonably withheld. Any prohibited assignment will be invalid. Provided, however, that Supplier is permitted to subcontract certain of its rights and obligations to Supplier Participating Dealers for performance without Sourcewell’s prior written consent.
C. AMENDMENTS. Any amendment to this Contract must be in writing and will not be effective until it has been duly executed by the parties.
D. WAIVER. Failure by either party to take action or assert any right under this Contract will not be deemed a waiver of such right in the event of the continuation or repetition of the circumstances giving rise to such right. Any such waiver must be in writing and signed by the parties.
E. CONTRACT COMPLETE. This Contract represents the complete agreement between the parties. No other understanding regarding this Contract, whether written or oral, may be used to bind either party. For any conflict between the attached Proposal and the terms set out in Articles 1-22 of this Contract, the terms of Articles 1-22 will govern.
F. RELATIONSHIP OF THE PARTIES. The relationship of the parties is one of independent contractors, each free to exercise judgment and discretion with regard to the conduct of their respective businesses. This Contract does not create a partnership, joint venture, or any other relationship such as master-servant, or principal-agent.
11. INDEMNITY AND HOLD HARMLESS
Intentionally omitted.
12. GOVERNMENT DATA PRACTICES
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under this Contract and as it applies to all data created, collected, received, maintained, or disseminated by the Supplier under this Contract.
13. INTELLECTUAL PROPERTY, PUBLICITY, MARKETING, AND ENDORSEMENT A. Intentionally deleted.
B. PUBLICITY. Any publicity regarding the subject matter of this Contract must not be released without prior written approval from the Authorized Representatives. Publicity includes notices, informational pamphlets, press releases, research, reports, signs, and similar public notices prepared by or for the Supplier individually or jointly with others, or any subcontractors, with respect to the program, publications, or services provided resulting from this Contract.
C. MARKETING. Any direct advertising, marketing, or offers with Participating Entities must be approved by Sourcewell. Send all approval requests to the Sourcewell Supplier Development Administrator assigned to this Contract.
D. ENDORSEMENT. The Supplier must not claim that Sourcewell endorses its Equipment, Products, or Services.
14. GOVERNING LAW, JURISDICTION, AND VENUE
The substantive and procedural laws of the State of Minnesota will govern this Contract. Venue for all legal proceedings arising out of this Contract, or its breach, must be in the appropriate state court in Todd County, Minnesota or federal court in Fergus Falls, Minnesota.
15. FORCE MAJEURE
Neither party to this Contract will be held responsible for delay or default caused by acts of God or other conditions that are beyond that party’s reasonable control. A party defaulting under this provision must provide the other party prompt written notice of the default.
16. SEVERABILITY
If any provision of this Contract is found by a court of competent jurisdiction to be illegal, unenforceable, or void then both parties will be relieved from all obligations arising from that provision. If the remainder of this Contract is capable of being performed, it will not be affected by such determination or finding and must be fully performed.
17. PERFORMANCE, DEFAULT, AND REMEDIES
A. PERFORMANCE. During the term of this Contract, the parties will monitor performance and address unresolved contract issues as follows:
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1. Notification. The parties must promptly notify each other of any known dispute and work in good faith to resolve such dispute within a reasonable period of time. If necessary, Sourcewell and the Supplier will jointly develop a short briefing document that describes the issue(s), relevant impact, and positions of both parties.
2. Escalation. If parties are unable to resolve the issue in a timely manner, as specified above, either Sourcewell or Supplier may escalate the resolution of the issue to a higher level of management. The Supplier will have 30 calendar days to cure an outstanding issue.
3. Performance while Dispute is Pending. Notwithstanding the existence of a dispute, the Supplier must continue without delay to carry out all of its responsibilities under the Contract that are not affected by the dispute. If the Supplier fails to continue without delay to perform its responsibilities under the Contract, in the accomplishment of all undisputed work, the Supplier will bear any additional costs incurred by Sourcewell and/or its Participating Entities as a result of such failure to proceed.
B. DEFAULT AND REMEDIES. Either of the following constitutes cause to declare this Contract, or any Participating Entity order under this Contract, in default:
1. Nonperformance of contractual requirements, or
2. A material breach of any term or condition of this Contract.
The party claiming default must provide written notice of the default, with 30 calendar days to cure the default. Time allowed for cure will not diminish or eliminate any liability for liquidated or other damages. If the default remains after the opportunity for cure, the non-defaulting party may:
• Exercise any remedy provided by law or equity, or
• Terminate the Contract or any portion thereof, including any orders issued against the Contract.
18. INSURANCE
A. REQUIREMENTS. At its own expense, Supplier must maintain insurance policy(ies) in effect at all times during the performance of this Contract with insurance company(ies) licensed or authorized to do business in the State of Minnesota having an “AM BEST” rating of A- or better, with coverage and limits of insurance not less than the following:
1. Workers’ Compensation and Employer’s Liability.
Workers’ Compensation: As required by any applicable law or regulation.
Employer's Liability Insurance: must be provided in amounts not less than listed below:
Minimum limits:
$500,000 each accident for bodily injury by accident
$500,000 policy limit for bodily injury by disease
$500,000 each employee for bodily injury by disease
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2. Commercial General Liability Insurance. Supplier will maintain insurance covering its operations, with coverage on an occurrence basis, and must be subject to terms no less broad than the Insurance Services Office (“ISO”) Commercial General Liability Form CG0001 (2001 or newer edition), or equivalent. At a minimum, coverage must include liability arising from premises, operations, bodily injury and property damage, independent contractors, products-completed operations including construction defect, contractual liability, blanket contractual liability, and personal injury and advertising injury. All required limits, terms and conditions of coverage must be maintained during the term of this Contract.
Minimum Limits:
$1,000,000 each occurrence Bodily Injury and Property Damage $1,000,000 Personal and Advertising Injury
$2,000,000 aggregate for products liability-completed operations $2,000,000 general aggregate
3. Commercial Automobile Liability Insurance. During the term of this Contract, Supplier will maintain insurance covering all owned, hired, and non-owned automobiles in limits of liability not less than indicated below. The coverage must be subject to terms no less broad than ISO Business Auto Coverage Form CA 0001 (2010 edition or newer), or equivalent.
Minimum Limits:
$1,000,000 each accident, combined single limit
4. Umbrella Insurance. During the term of this Contract, Supplier will maintain umbrella coverage over Employer’s Liability, Commercial General Liability, and Commercial Automobile.
Minimum Limits:
$2,000,000
Failure of Supplier to maintain the required insurance will constitute a material breach entitling Sourcewell to immediately terminate this Contract for default.
B. CERTIFICATES OF INSURANCE. Prior to commencing under this Contract, Supplier must furnish to Sourcewell a certificate of insurance, as evidence of the insurance required under this Contract. Prior to expiration of the policy(ies), renewal certificates must be mailed to Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 or sent to the Sourcewell Supplier Development Administrator assigned to this Contract. The certificates must be signed by a person authorized by the insurer(s) to bind coverage on their behalf.
Failure to request certificates of insurance by Sourcewell, or failure of Supplier to provide certificates of insurance, in no way limits or relieves Supplier of its duties and responsibilities in this Contract.
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C. ADDITIONAL INSURED ENDORSEMENT AND PRIMARY AND NON-CONTRIBUTORY INSURANCE CLAUSE. Supplier agrees to list Sourcewell and its Participating Entities, including their officers, agents, and employees, as an additional insured under the Supplier’s commercial general liability insurance policy with respect to liability arising out of activities, “operations,” or “work” performed by or on behalf of Supplier, and products and completed operations of Supplier. The policy provision(s) or endorsement(s) must further provide that coverage is primary and not excess over or contributory with any other valid, applicable, and collectible insurance or self-insurance in force for the additional insureds. A Participating Dealer may name a Participating Entity as an additional insured on a case-by-case basis.
D. WAIVER OF SUBROGATION. Supplier waives and must require (by endorsement or otherwise) all its insurers to waive subrogation rights against Sourcewell and other additional insureds for losses paid under the insurance policies required by this Contract or other insurance applicable to the Supplier or its subcontractors. The waiver must apply to all deductibles and/or self-insured retentions applicable to the required or any other insurance maintained by the Supplier or its subcontractors.
E. UMBRELLA/EXCESS LIABILITY/SELF-INSURED RETENTION. The limits required by this Contract can be met by either providing a primary policy or in combination with umbrella/excess liability policy(ies), or self-insured retention.
19. COMPLIANCE
A. LAWS AND REGULATIONS. All Equipment, Products, or Services provided under this Contract must comply fully with applicable federal laws and regulations, and with the laws in the states and provinces in which the Equipment, Products, or Services are sold.
B. LICENSES. Supplier’s Participating Dealers must maintain a valid and current status on all required federal, state/provincial, and local licenses, bonds, and permits required for the operation of the business that the Participating Dealer conducts with Sourcewell and Participating Entities.
20. BANKRUPTCY, DEBARMENT, OR SUSPENSION CERTIFICATION
Supplier certifies and warrants that it is not in bankruptcy or that it has previously disclosed in writing certain information to Sourcewell related to bankruptcy actions. If at any time during this Contract Supplier declares bankruptcy, Supplier must immediately notify Sourcewell in writing.
Supplier certifies and warrants that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from programs operated by the State of Minnesota; the United States federal government or the Canadian government, as applicable; or any Participating Entity. Supplier certifies and warrants that DocuSign Envelope ID: 7FBA555D-2590-4D87-A3EF-7DEA989EAD85 DocuSign Envelope ID: FC9F9D33-278C-48EA-BCBB-11FDFA91D43C 120
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neither it nor its principals have been convicted of a criminal offense related to the subject matter of this Contract. Supplier further warrants that it will provide immediate written notice to Sourcewell if this certification changes at any time.
21. PROVISIONS FOR NON-UNITED STATES FEDERAL ENTITY PROCUREMENTS UNDER
UNITED STATES FEDERAL AWARDS OR OTHER AWARDS
Intentionally omitted.
22. CANCELLATION
Sourcewell or Supplier may cancel this Contract at any time, with or without cause, upon 60 days’ written notice to the other party. However, Sourcewell may cancel this Contract immediately upon discovery of a material defect in any certification made in Supplier’s Proposal. Cancellation of this Contract does not relieve either party of financial, product, or service obligations incurred or accrued prior to cancellation.
Sourcewell Caterpillar Inc.
By: __________________________ By: __________________________ Jeremy Schwartz Patrick Kearns
Title: Chief Procurement Officer Title: Vice President Sales & Marketing, Construction Industries
Date: ________________________ Date: ________________________ Approved:
By: __________________________
Chad Coauette
Title: Executive Director/CEO
Date: ________________________
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5/24/2023 | 12:16 PM CDT
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RFP 020223 - Medium Duty and Compact Construction Equipment with Related Attachments
Vendor Details
Company Name: Caterpillar Inc
Address:
100 NE Adams St
Peoria, IL 61629
Contact: Sean Egel
Email: [email protected]
Phone: 309-675-1399
HST#:
Submission Details
Created On: Tuesday December 06, 2022 08:40:12
Submitted On: Wednesday February 01, 2023 17:08:39
Submitted By: Sean Egel
Email: [email protected]
Transaction #: 9a461f27-b7e7-4aa6-83b3-419bcf0de541
Submitter's IP Address: 199.247.43.43
Bid Number: RFP 020223 Vendor Name: Caterpillar Inc
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Specifications
Table 1: Proposer Identity & Authorized Representatives General Instructions (applies to all Tables) Sourcewell prefers a brief but thorough response to each question. Do not merely attach additional documents to your response without also providing a substantive response. Do not leave answers blank; respond “N/A” if the question does not apply to you (preferably with an explanation).
Line
Item Question Response *
1 Proposer Legal Name (one legal entity only):
(In the event of award, will execute the
resulting contract as "Supplier")
Caterpillar Inc.
*
2 Identify all subsidiary entities of the Proposer
whose equipment, products, or services are
included in the Proposal.
N/A
*
3 Identify all applicable assumed names or DBA
names of the Proposer or Proposer's
subsidiaries in Line 1 or Line 2 above.
N/A
*
4 Provide your CAGE code or Unique Entity
Identifier (SAM):
11083 *
5 Proposer Physical Address: 5212 N O'Connor Blvd Ste. 1100, Irving, TX 75039 * 6 Proposer website address (or addresses): https://www.caterpillar.com/, https://www.cat.com/en_US.html * 7 Proposer's Authorized Representative (name,
title, address, email address & phone) (The
representative must have authority to sign
the “Proposer’s Assurance of Compliance” on
behalf of the Proposer and, in the event of
award, will be expected to execute the
resulting contract):
Primary Contact: Patrick Kearns
Title: Vice President Sales & Marketing
Address: 100 NE Adams St, Peoria, IL 61629
Email: [email protected]
Phone: (309) 675-5181
*
8 Proposer's primary contact for this proposal
(name, title, address, email address & phone):
Primary Contact: Sean Egel
Title: Governmental Sales Consultant
Address: 100 NE Adams St, Peoria, IL 61629
Email: [email protected]
Phone: (309) 675-1399
*
9 Proposer's other contacts for this proposal, if
any (name, title, address, email address &
phone):
Primary Contact: Marta Sevilla
Title: Governmental Marketing Manager
Address: 100 NE Adams St, Peoria, IL 61629
Email: [email protected]
Phone: (309) 578-1150
Table 2: Company Information and Financial Strength
Line
Item Question Response *
Bid Number: RFP 020223 Vendor Name: Caterpillar Inc
DocuSign Envelope ID: 7FBA555D-2590-4D87-A3EF-7DEA989EAD85 DocuSign Envelope ID: FC9F9D33-278C-48EA-BCBB-11FDFA91D43C 123
10 Provide a brief history of your company,
including your company’s core values,
business philosophy, and industry longevity
related to the requested equipment, products
or services.
The history of Caterpillar is all about doing: creating, building, problem solving, innovating, testing, servicing and improving. We’re proud of the ingenious machines that are part of our rich heritage. More importantly, we are proud of the people who founded and built the company one breakthrough at a time. Beginning with Benjamin Holt and C. L. Best, the people of Caterpillar have always been - and continue to be - extraordinary.
In 1925 when Holt and Best merged to form their new tractor company, they used the name Caterpillar, which had become familiar with people around the world. The name was registered in 1910 by Holt and placed on his tractors to reflect the undulating movement the machine made as it crawled across the field like a caterpillar.
With 2022 sales and revenues of $59.4 billion, Caterpillar Inc. is the world’s leading manufacturer of construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines and diesel-electric locomotives. For nearly 100 years, we’ve been helping customers build a better, more sustainable world and are committed and contributing to a reduced-carbon future. Our innovative products and services, backed by our global dealer network, provide exceptional value that helps customers succeed. Caterpillar does business on every continent, principally operating through three primary segments – Construction Industries, Resource Industries and Energy & Transportation – and providing financing and related services through our Financial Products segment.
Our Worldwide Code of Conduct, first published in 1974, defines what we stand for and believe in, documenting the uncompromisingly high ethical standards our company has upheld since its founding in 1925. The Code helps Caterpillar employees put our values and principles into action every day by providing detailed guidance on the behaviors and actions that support our values of Integrity, Excellence, Teamwork, Commitment and Sustainability.
Caterpillar's Code of Conduct that can be found at
https://www.caterpillar.com/en/company/code-of-conduct.html *
11 What are your company’s expectations in the
event of an award?
Caterpillar is honored to have served Sourcewell and its members who have purchased Cat® construction equipment, attachments (work tools), and electrical power generation products through Sourcewell since 2008. Furthermore, we are proud to have earned the Sourcewell Legacy Award in 2019, and have recently been awarded contracts 060122-CAT and 092222-CAT.
Caterpillar's expectations in the event of an award would be to focus on customer needs and continued growth across all governmental segments. Sourcewell has built a strong reputation within the industry that has shown the importance of how this cooperative contract delivers upon customer needs. This contract will be a top factor in our go to market strategy within our strong Cat dealer network. If awarded, we will send out an email to our entire sales force, applicable to governmental, introducing the contract along with ways to train our salesforce, market, and grow the contract.
We look forward to the opportunity to further grow business and serve member needs together in this new Medium Construction Equipment RFP opportunity. *
12 Demonstrate your financial strength and
stability with meaningful data. This could
include such items as financial statements,
SEC filings, credit and bond ratings, letters
of credit, and detailed reference letters.
Upload supporting documents (as applicable)
in the document upload section of your
response.
Caterpillar Inc. is a publicly traded company, and as such, its financial information is updated quarterly and available at: https://investors.caterpillar.com/overview/default.aspx Caterpillar's 2021 Annual Report provides details about our financial position. Our SEC filing documents can be found at:
https://investors.caterpillar.com/financials/sec-filings/default.aspx. Both documents are included as attachments in our Financial Strength and Stability Documents.
As 2022 results have just been released, below you can find a high level sales statement for 2022 followed by our more detailed 2021.
In 2022 full year sales and revenues were $59.4B with a profit per share of USD $12.64.
In 2021 full year sales and revenues were $51B of which, North American sales were $22B. Operating profit was $6.9B with a profit per share of USD $11.83.
Dividends paid per share of USD $4.28.
*
13 What is your US market share for the
solutions that you are proposing?
Caterpillar is a significant contributor to the overall Heavy Equipment sector within the US and Canada. Market share information beyond what is made publicly available through our annual reports is considered confidential. *
14 What is your Canadian market share for the
solutions that you are proposing?
Caterpillar is a significant contributor to the overall Heavy Equipment sector within the US and Canada. Market share information beyond what is made publicly available through our annual reports is considered confidential. *
Bid Number: RFP 020223 Vendor Name: Caterpillar Inc
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15 Has your business ever petitioned for
bankruptcy protection? If so, explain in detail.
No. *
16 How is your organization best described: is
it a manufacturer, a distributor/dealer/reseller,
or a service provider? Answer whichever
question (either a) or b) just below) best
applies to your organization.
a) If your company is best described as
a distributor/dealer/reseller (or similar entity),
provide your written authorization to act as a
distributor/dealer/reseller for the manufacturer
of the products proposed in this RFP. If
applicable, is your dealer network
independent or company owned?
b) If your company is best described as
a manufacturer or service provider, describe
your relationship with your sales and service
force and with your dealer network in
delivering the products and services
proposed in this RFP. Are these individuals
your employees, or the employees of a third
party?
Caterpillar is a world class manufacturer which distributes products through a vast and capable independent dealer network. Cat dealers are strong independently owned companies and in North America alone our 47 dealers have a combined net worth of billions of dollars. Their large valuation is a competitive advantage because it allows them to have the infrastructure to support customers regardless of location, industry, fleet size, or application.
Another advantage of independently owned dealers is that they know their customers and market well. They tailor their services specifically to their customers' needs.
Although we will sign this contract as a manufacturer, our Cat dealers will be given the opportunity to avail themselves of the opportunity presented by the contract and will
execute all the transactions with governmental customers as they do today. This includes but is not limited to consultation, quoting, accepting payment, delivery, warranty support, parts sales, and service.
Caterpillar dealers heartily embrace the other Sourcewell contracts currently available to them (032119-CAT, 092222-CAT, 062320-CAT, 060122-CAT). They have all been trained on contract usage. In fact, the current Heavy Equipment contract is leveraged by 95% of our dealers in North America. Caterpillar offers specific discounts to Sourcewell members. By using any Sourcewell Contract, our dealers agree to honor those discounts.
*
17 If applicable, provide a detailed explanation
outlining the licenses and certifications that
are both required to be held, and actually
held, by your organization (including third
parties and subcontractors that you use) in
pursuit of the business contemplated by this
RFP.
Caterpillar and its subsidiaries operate across the globe in a variety of markets that require Caterpillar to adhere to all locally mandated laws and regulations in order to do business. With regards to the territories covered by this RFP, Caterpillar will comply with applicable laws in order to do business in the territories described herein.
As an equipment manufacturer focused on quality, Caterpillar created the Caterpillar Quality Management System, which is a process-based, ISO 9001:2015 compliant quality management system used throughout Caterpillar to continually improve the quality of our products and services to meet customer, statutory, and regulatory requirements. It is registered with IRCA (International Register of Certificated Auditors) as Caterpillar Quality Management System CAT791A. *
18 Provide all “Suspension or Debarment”
information that has applied to your
organization during the past ten years.
N/A
*
Table 3: Industry Recognition & Marketplace Success
Line
Item Question Response *
Bid Number: RFP 020223 Vendor Name: Caterpillar Inc
DocuSign Envelope ID: 7FBA555D-2590-4D87-A3EF-7DEA989EAD85 DocuSign Envelope ID: FC9F9D33-278C-48EA-BCBB-11FDFA91D43C 125
19 Describe any relevant industry awards or
recognition that your company has received
in the past five years
Please note: To list all the awards received in the past 5 years would unnecessarily lengthen our response. For brevity, we are highlighting some recognition received in 2020, 2021 and 2022. Also note there are many global awards.
Fortune Magazine #78 on the Fortune 500 2021
Fortune Magazine World's Most Admired Companies
Forbes Best Employers for diversity 2020 and 2021
#82 Best Global Brands- Interbrand 2021
The Wall Street Journal Best Managed Companies in 2020 and 2021 The Wall Street Journal World's Most Sustainably Managed Companies Human Rights Campaign Foundation Corporate Equality Index Dow Jones Sustainability Index (World and North America) 21 years World’s Most Sustainably Managed Companies – The Wall Street Journal United Way World Wide’s Global Corporate Leadership Program
U.S. President’s Volunteer Service Award from Junior Achievement Corporate Equality Index – Human Rights Campaign Foundation CSR China Top 100 – the 4th CSR China Education Award (China) China CSR Excellence Award – China Philanthropy Times (China)
Corporate Social Responsibility Research Center of Southern Weekly (China) Outstanding Contribution to Poverty Alleviation – China Foundation for Poverty Alleviation (China)
2020 Global 500 – Fortune Magazine
America’s Most Responsible Companies 2020, 2021 & 2022 – Newsweek Best-Managed Companies of 2020 & 2021 – The Wall Street Journal Top Companies for Customer Satisfaction – The Wall Street Journal The CEO Leaderboard: COVID-19 Reputation Rankings – SJR All-America Executive Team – Institutional Investor
Top 150 Global Licensors – Global License Best Global Brands Top 100 – Interbrand World’s Most Valuable Brands 2020 – Forbes
2020 Best Places to Work for Disability Inclusion – Disability Equality Index World’s Best Employers 2020 – Forbes
Best Employers for Women 2020 – Forbes
America’s Best Employers by State 2020 – Forbes
America's Best Employers for Diversity 2020 – Forbes
Best Employers for New Grads 2020 – Forbes
Global 2000 – Forbes 2020, 2021 & 2022
Best Employers for Veterans 2020 and 2021– Forbes
Top Veteran-Friendly Company – U.S. Veterans Magazine
#1 Great Place to Work – Great Place to Work Institute (Brazil) #1 Great Place to Work in the Ag Business - Great Place to Work Institute (Brazil) Chile’s 20 Best Places in 2020 to Work for LGBTQ Equality, pwc Human Rights Campaign
Top of Mind Company “Industry category” (Piracicaba, Brazil) Certification on Promoting Work-Life Balance in Hyogo Prefecture – Hyogo Work and Life Center (Japan)
Hyogo’s Women’s Success in Business Promotion Company – Hyogo Women Empowerment & Promotion Center (Japan)
Hanada Award for WIN Akashi – Hyogo Women and Future Association (Japan) Hyogo Childcare Supporting Company Award (Japan)
Science & Technology Industry Summit: Outstanding Contribution – The Economic Observer (China)
*
20 What percentage of your sales are to the
governmental sector in the past three years
The governmental and educational sector is extremely important to Caterpillar. We have a dedicated team to support governmental customers and their specific needs. However, percentage of sales to governmental is considered confidential. *
21 What percentage of your sales are to the
education sector in the past three years
The governmental and educational sector is extremely important to Caterpillar. We have a dedicated team to support governmental customers, including the education sector, and their specific needs. However, percentage of sales to education is considered confidential.
*
22 List any state, provincial, or cooperative
purchasing contracts that you hold. What is
the annual sales volume for each of these
contracts over the past three years?
While Cat dealers would typically hold contracts with states and provinces, as an exception Caterpillar holds the state contract with Ohio and NY.
Additionally, we are contract holders with OMNIA and NASPO ValuePoint.
Just as we would never share Sourcewell sales information with other cooperatives, we also keep the sales volumes from other cooperatives confidential. *
23 List any GSA contracts or Standing Offers
and Supply Arrangements (SOSA) that you
hold. What is the annual sales volume for
each of these contracts over the past three
years?
Listed below are the current GSA contracts that Caterpillar holds:
SIN 333924 Utility Trucks and Tractors: 2020=$6,857,211 2021=$14,071,364 SIN 333120 Street Repair and Cleaning Equipment and Attachments: 2020=$0 / 2021=$143,837 SIN 335999 Power Distribution Equipment: 2020=$151,267.70 / 2021=$9,473.07
These contracts are used by Caterpillar, but we do not allow our dealers to use GSA contracts.
Final sales for the year 2022 have yet to be fully reported. *
Bid Number: RFP 020223 Vendor Name: Caterpillar Inc
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Table 4: References/Testimonials
Line Item 24. Supply reference information from three customers who are eligible to be Sourcewell participating entities.
Entity Name * Contact Name * Phone Number *
Baltimore County, MD Jamie Donahue 410-952-6981 *
Washington DC Fleet Greg Harrelson 202-437-3799 *
Town of Scituate Mass. Kevin Cafferty 781-545-8732 *
Table 5: Top Five Government or Education Customers
Line Item 25. Provide a list of your top five government, education, or non-profit customers (entity name is optional), including entity type, the state or province the entity is located in, scope of the project(s), size of transaction(s), and dollar volumes from the past three years.
Entity Name Entity Type * State /
Province * Scope of Work * Size of Transactions * Dollar Volume Past ThreeYears * Virginia
Department of
TransportationCentral
Government Virginia - VA State Department of
Transportation for Virginia.
Caterpillar requests that
Sourcewell treat the information
in this table as confidential.
Purchased 41 units. $12,321,972
*
State of Idaho Government Idaho - ID State of Idaho. Caterpillar requests that Sourcewell treat the
information in this table as
confidential.
Purchased 39 units. $10,304,218
*
Alaska
Department of
Transportation
Government Alaska - AK State Department of
Transportation for Alaska.
Caterpillar requests that
Sourcewell treat the information
in this table as confidential.
Purchased 37 units. $12,176,875
*
Arkansas State Government Arkansas - AR State of Arkansas. Caterpillar requests that Sourcewell treat the
information in this table as
confidential.
Purchased 28 units. $10,053,000
*
Suwannee
County
Government Florida - FL A county local to Florida.
Caterpillar requests that
Sourcewell treat the information
in this table as confidential.
Purchased 26 units. $6,567,420
*
Table 6: Ability to Sell and Deliver Service
Describe your company’s capability to meet the needs of Sourcewell participating entities across the US and Canada, as applicable.
Your response should address in detail at least the following areas: locations of your network of sales and service providers, the number of workers (full-time equivalents) involved in each sector, whether these workers are your direct employees (or employees of a third party), and any overlap between the sales and service functions.
Line
Item Question Response *
Bid Number: RFP 020223 Vendor Name: Caterpillar Inc
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f-------------11
26 Sales force. The Cat dealer salesforce is highly capable and trained in the construction industry.
The Cat dealer salespeople are consultants to their customers and advise their customers on the best solutions for their application and job. As a manufacturer we request our dealers to follow strict training protocols to ensure our sales force remains current on all product updates. Specifically, as it relates to governmental sales, each dealer has one or more people named to be a key liaison between us as manufacturer and their dealer sales team. They're offered additional in depth training on Sourcewell and ensures that all contract terms are followed.
Caterpillar has Operational Excellence Programs that recognize dealers' excellence in marketing and sales processes and operations, among other areas of the business.
In North America, Cat dealers employ more than 53,000 people across the machine, energy, parts and service divisions. The dealer sales teams are supported by a network of Caterpillar professionals. Each dealer has in territory support of 5 to 8 Caterpillar sales/marketing employees. It is the responsibility of these people to ensure that the dealer and Caterpillar are working well together to constantly improve and to adapt to marketplace changes. Beyond the territory experts, the sales and marketing department at Caterpillar is staffed by more than 600 people whose mission is to focus on customer satisfaction. Even more are employed "behind-the scenes" to ensure industry leading product design, up to date product information, and maintaining the ease of doing business in an increasingly connected marketplace. *
27 Dealer network or other distribution
methods.
The Cat dealer network is key to the success of our company. Boasting 160 dealers throughout 193 countries worldwide, the Cat dealer network is widely considered to be the best in industry. Within Canada and the United States, we have 47 dealers and more than 800 dealer owned locations that sell and rent equipment.
Please refer to our directory listing of Cat dealer locations and our easy to view locations map in the attached "Additional Documents" zip file. Cat dealers are independently-owned. Each dealer has multiple branches and a mobile service fleet than can serve customers regardless of location. These are full physical locations our governmental customers can use.
Because of the size of Cat dealers, they are exceptionally capable to serve governmental customers. Dealers have trained specialists that cover many industries including heavy equipment.
Collectively, Cat dealers' large net worth permits them to stock a high volume of replacement parts - allowing governmental customers the fastest turnaround on parts availability and repair time. Cat dealers recognize the importance of governmental business to their overall success and they each have one or more governmental specialists whose job it is to serve governmental agencies well.
Please refer to the Cat dealer locations map included in "Additional Documents". Additionally, you can leverage https://www.cat.com/en_US/support/dealerlocator.html to locate dealers by location. *
Bid Number: RFP 020223 Vendor Name: Caterpillar Inc
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28 Service force. At Caterpillar we are very proud of the saying "The sales department sells the first machine; the service department sells every one after that." The Cat dealer network in North America collectively employs more than 20,000 factory trained technicians, parts experts, product support managers and
other service-oriented staff. These subject matter experts are supported by the best repair shop equipment and materials. As machines and engines are constantly updated, so too are our service experts. We conduct product-specific training every week of the year. Technician shortage is an industry-wide concern, but because Cat dealers are large, long established companies, they can offer strong compensation and benefit packages that encourage the best people to seek employment and to retain them once hired. Caterpillar works very closely with dealers and through a program called "ThinkBIG", we are able to keep the pipeline of high quality employees full. ThinkBIG is a Caterpillar-specific instructional program that pays the student while they train to become a technician. It is a 2-year program with lab and classroom work, and a paid internship at a sponsoring Cat Dealer. As a result, the student will graduate with an accredited degree backed with over 2,000 hours of work experience.
In addition to the technicians and mechanics that work on the machines directly, each dealer has a service support staff that includes customer-facing consultants who are responsible for working with customers to set up maintenance and repair schedules to ensure the best possible up-time.
Collectively, service support staff makes up the bulk of each dealers' staff. Roughly half of their personnel investment goes to ensuring customer success via product support.
The dealer service teams are supported by a network of Caterpillar professionals.
Each dealer has in territory support of 5 to 8 Caterpillar parts/service employees. It is the responsibility of these specialists to ensure that the dealer and Caterpillar are working well together to constantly improve and to adapt to marketplace changes.
Beyond the territory experts, the service and support groups at Caterpillar are staffed by thousands of people whose mission is to focus on post-sale customer satisfaction.
Even more are employed "behind-the-scenes" to ensure technical literature is up to date, service standards are adhere to and repair questions are answered quickly. We exceed our 95% 2-hour response rate target in responding to dealer service inquiries. *
29 Describe the ordering process. If orders
will be handled by distributors, dealers or
others, explain the respective roles of the
Proposer and others.
Our simple order process has been and will continue to be well appreciated by Sourcewell and Sourcewell members:
1) When a member decides to purchase a new Cat machine, they simply include their Sourcewell member number on the Purchase Order they issue to the Cat dealer. 2) The Cat dealer then accepts the PO, issues the invoice, accepts payment and delivers the machine.
3) After the machine has been delivered, the dealer, as part of their normal process, includes the member number when filing their sales claims with Caterpillar. 4) At month's end, Caterpillar aggregates these reports and sends the sales information quarterly to Sourcewell along with the administrative fee.
IMPORTANT NOTE: Should a member wish to include additional terms and conditions to this contract, or to otherwise request a Participating Addendum, that agreement / PA should be executed between the member and Cat dealer directly. *
Bid Number: RFP 020223 Vendor Name: Caterpillar Inc
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30 Describe in detail the process and
procedure of your customer service
program, if applicable. Include your
response-time capabilities and
commitments, as well as any incentives
that help your providers meet your stated
service goals or promises.
We are proud that our reputation stands on having the best customer support in the industry. In fact, our capabilities are industry leading. In the event a customer ever has a problem or issue with a machine, their Cat dealer is empowered to resolve that issue locally. If the problem is a result of a defect in material or workmanship, within the standard warranty period, the local Cat dealer will work with Caterpillar to apply the appropriate warranty, and keep the customer informed. Every Cat dealer has a common detailed service process in place. Caterpillar supports and verifies that all the dealer service technicians are supplied with the tools and equipment needed to repair all Cat products.
Technicians have access to an electronic library of technical information including Service Letters, Technical Information Bulletins, System Operations, Troubleshooting and Disassembly and Assembly manuals. These manuals are provided for every Cat product. Each dealer also has one or more "Technical Communicators" who are dedicated to supporting the service technicians by acting as a liaison between the shop personnel and Caterpillar.
The service technicians also have a dealer support network (DSN) system with direct access to Caterpillar's Service Engineers. Caterpillar responds to more than 95% of all high priority tickets within one hour.
Caterpillar is got everything customers need to keep their Cat machines in top shape. Whether they want Genuine Cat parts, manuals and resources to do maintenance and repairs themselves, or prefer to have one of our expert dealer technicians do the work. We make it easy to keep their Cat equipment running.
Some of our service solutions include:
-Cat Fleet Management (Condition Monitoring) - Lowers the total cost of ownership of machine. By connecting your fleet, you will be able to: track the location of your assets, monitor & manage the fuel consumption, identify the operators who would need extra training, and plan & schedule your maintenance. All of which will maximize your uptime.
-Customer Value Agreements (CVA) - Customizable plans for your equipment new or used - to do more work with lower, more predictable costs. It's a convenient plan to get the most from your equipment throughout its life. Examples of CVAs may include but are not limited to: Maintenance CVAs, Component CVAs, and Machine CVAs. -S•O•S Services - A fluid analysis program that provides results that you can trust including trend analysis that provides benefit to your machine and fleet. -Cat Inspect - A digital way to perform checklists, pre-work inspections, annual inspections and PM checklists. All of which can be captured in the easy to use app. *
31 Describe your ability and willingness to
provide your products and services to
Sourcewell participating entities in the
United States.
We are proud to serve all geographic areas and all Sourcewell member sectors within the United States to offer our complete products and services. Caterpillar has successfully and proudly utilized Sourcewell to sell machines in all 50 states.
Caterpillar's global reach and presence is unmatched in the industry, and we serve customers around the globe. Our manufacturing, marketing, logistics, services, research and development and related facilities, along with our dealer locations, total more than 500 locations worldwide. North America specifically is home to 47 factories and 10 parts distribution centers, which make up 40% of our global footprint! The Caterpillar parts network delivers 98% of the parts orders within 24 hours.
In addition to our facilities listed above, Cat Parts are available through the Cat dealer network in at different price points, including: Cat New, Cat General Duty and Cat Reman. The Cat dealer network also have the capability to provide dealer exchange components, dealer rebuilt components and used parts when available.
Each dealer can match the appropriate parts offering to match the customers application and productivity. For example, Cat dealers offer Cat factory remanufactured parts (Cat reman) to follow the same quality, performance, and reliability as Cat new parts. This product line provides the same as new parts warranty, includes critical engineering changes, reduces waste, and protects the environment and saves critical repair time on machines. Cat reman also uses 100% Cat parts in the remanufacture process.
Our 1.4 million parts are available to order 24/7 on Parts.Cat.Com. *
Bid Number: RFP 020223 Vendor Name: Caterpillar Inc
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32 Describe your ability and willingness to
provide your products and services to
Sourcewell participating entities in Canada.
We are proud to serve all geographic areas and all Sourcewell member sectors within the United States to offer our complete products and services. Caterpillar has successfully and proudly utilized Sourcewell to sell machines in all 50 states.
Caterpillar's global reach and presence is unmatched in the industry, and we serve customers around the globe. Our manufacturing, marketing, logistics, services, research and development and related facilities, along with our dealer locations, total more than 500 locations worldwide. North America specifically is home to 47 factories and 10 parts distribution centers, which make up 40% of our global footprint! The Caterpillar parts network delivers 98% of the parts orders within 24 hours.
In addition to our facilities listed above, Cat Parts are available through the Cat dealer network in at different price points, including: Cat New, Cat General Duty and Cat Reman. The Cat dealer network also have the capability to provide dealer exchange components, dealer rebuilt components and used parts when available.
Each dealer can match the appropriate parts offering to match the customers application and productivity. For example, Cat dealers offer Cat factory remanufactured parts (Cat reman) to follow the same quality, performance, and reliability as Cat new parts. This product line provides the same as new parts warranty, includes critical engineering changes, reduces waste, and protects the environment and saves critical repair time on machines. Cat reman also uses 100% Cat parts in the remanufacture process.
Our 1.4 million parts are available to order 24/7 on Parts.Cat.Com. *
33 Identify any geographic areas of the United
States or Canada that you will NOT be
fully serving through the proposed contract.
We are proud to serve all geographic areas of the United States and Canada. *
34 Identify any Sourcewell participating entity
sectors (i.e., government, education, not-forprofit) that you will NOT be fully serving through the proposed contract. Explain in
detail. For example, does your company
have only a regional presence, or do other
cooperative purchasing contracts limit your
ability to promote another contract?
We are proud to serve all Sourcewell Member sectors within the United States and Canada with our complete product and service offering through Sourcewell.
Caterpillar's cooperative purchasing contracts are non-exclusive; i.e. none of them restrict Caterpillar from promoting our Sourcewell contracts. *
35 Define any specific contract requirements
or restrictions that would apply to our
participating entities in Hawaii and Alaska
and in US Territories.
There are no restrictions or limitations for sales to members in Hawaii, Alaska or U.S. Territories. *
Bid Number: RFP 020223 Vendor Name: Caterpillar Inc
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Table 7: Marketing Plan
Line
Item Question Response *
36 Describe your marketing strategy for
promoting this contract opportunity.
Upload representative samples of your
marketing materials (if applicable) in
the document upload section of your
response.
Our current marketing strategy with Sourcewell contract 032119-CAT proves to be effective with year over year sales growth. Our primary strategy to promote this contract with participating entities is through our Cat dealers' sales force. We provide group and individual training to our dealer sales reps, focusing on benefits from selling through cooperative contracts vs bids. We proudly announce the award publicly through our multiple customer facing touchpoints which may include:
1) Press Release
2) Government Solutions Magazine (Caterpillar produced magazine distributed to governmental customers in the US and Canada)
3) Government Training & Safety Days (Government customer training events at Caterpillar facilities)
4) Announcement in our governmental customer e-newsletter 5) Feature on our governmental focused website: www.cat.com/governmental 6) Announcement on our social media channels (FB, Instagram, LinkedIn) 7) Display mentions at all governmental tradeshows we attend. (NACE Annual Conference, APWA Snow Show, Waste EXPO, GFX, NIGP Annual Forum & Products Expo, and APWA PWX & Annual Roadeo)
8) Update literature with the new contact information. (An updated version can be found within our attached marketing plan attachment.)
*
37 Describe your use of technology and
digital data (e.g., social media,
metadata usage) to enhance
marketing effectiveness.
Caterpillar and the Cat dealer network are leaders in using technologies to reach our customers.
- Focus on organic search and Search Engine Optimization (SEO) to help our customers digitally find our products and the information they need. - Leverage Caterpillar's social media platforms (YouTube, Facebook, LinkedIn, Instagram, etc) and ability to target governmental segments.
- Leverage predictive data analytics (past purchase history and financing information) to recognize in advance when customers may be considering replacing machines they currently own.
- Leverage Deltek's GovWIN data in the US and Canada for governmental lead generation.
Caterpillar has a Customer Interaction Center available 24/7 who handles digital leads received from cat.com, social media, etc. Our team qualifies those leads and passes them on to our Cat Dealer network using the Salesforce platform (Customer Relationship Management system). We have processes that allows us to confirm our Cat dealers have reached out to those customers.
*
38 In your view, what is Sourcewell’s role
in promoting contracts arising out of
this RFP? How will you integrate a
Sourcewell-awarded contract into your
sales process?
Sourcewell is a well-respected contracting agency within the public procurement industry. It is important, in the event of an award, that our products and logos be included in Sourcewell marketing and website. We believe that the most important role that Sourcewell can play in marketing our contract and products, is to market themselves and promote contract purchasing across the industry.
In the event of an award, Caterpillar will put high priority in building awareness and enthusiasm within our dealer network and customer base to leverage the Sourcewell contract as our go to market strategy.
*
39 Are your products or services
available through an e-procurement
ordering process? If so, describe your
e-procurement system and how
governmental and educational
customers have used it.
We do offer a e-procurement ordering process for parts via parts.cat.com. We can also integrate into a variety of procurement systems for high volume customers.
Our wide machine portfolio and multiple configurations per machine model allows us to provide the best machine for the customer need. Our Cat dealers are trained to configure our equipment and advise the customer on the best machine and configuration for their application. Therefore, a consultative salesperson is integral in this process, and we do not use an e-procurement machine ordering process.
*
Table 8: Value-Added Attributes
Line
Item Question Response *
Bid Number: RFP 020223 Vendor Name: Caterpillar Inc
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40 Describe any product, equipment,
maintenance, or operator training
programs that you offer to
Sourcewell participating entities.
Include details, such as whether
training is standard or optional,
who provides training, and any
costs that apply.
All dealers offer basic operation, safety, and maintenance training with every sale. Should a customer desire more advanced training, such as productivity improvement or advanced repairs, each of our dealers can supply that training. Often there is a cost associated with that specific training and it would be negotiated between the dealer and the customer.
Caterpillar also offers training programs directly to customers in three areas: operation, safety and service. Members may access courses online, via CD's, or through instructor-led classes leading to operator certifications. The fees for these services vary depending on the depth of training desired. These high-level instruct-led courses can be conducted at one of our dedicated training facilities in the US or on a customer's local site using their own equipment.
Caterpillar also has a licensed supplier that offers Cat Simulators to teach operational techniques from real job sites.
For more information visit: https://catsimulators.com/
*
Bid Number: RFP 020223 Vendor Name: Caterpillar Inc
DocuSign Envelope ID: 7FBA555D-2590-4D87-A3EF-7DEA989EAD85 DocuSign Envelope ID: FC9F9D33-278C-48EA-BCBB-11FDFA91D43C 133
41 Describe any technological
advances that your proposed
products or services offer.
Cat technology gives you the power to track, monitor, automate and manage all types of assets- from a single machine, engine, to an entire fleet. We even offer technologies that protect your people. Listed below are a few technology offerings (standard and optional) that are used throughout the world in our Cat equipment.
Next Generation Excavators:
Cat Vision Link - Delivering valuable data with connected machine.
Cat Payload - Precisely load targets every time for faster cycle times.
Cat E-Fencing - Automatically stops excavator motion using boundaries you set in the monitor for the entire working envelope - above, below, sides and front.
Cat Birds Eye 360 View Camera - Rearview and right-side-view cameras always keep operators aware of their surroundings.
Cat Skid Steer and Compact Track Loaders:
Electronic Torque Management System - Helps maximize performance, minimize fuel consumption.
Sealed and Pressurized Cabs - Provides a cleaner, quieter work environment.
Cat Backhoe Loaders:
Selectable Power Management Modes - Saves fuel while maintaining machine performance.
Load-Sensing Hydraulic System - Provides excellent response for improved hoe and loader productivity and greater bucket breakout force.
Cat Wheel Loaders:
Operator Assist - Helps the operator reduce tire slippage, automatic rimpull management and provides up to 10% better cycle time resulting in higher productivity.
Autodig - consistent high bucket fill factors delivers up to 10% more productivity.
Cat Track Type Tractors:
Display with Camera - Optional 10" touchscreen, color display including rearview camera and slope indicate/assist screens. Larger reversing camera gives the operator better visibility to the job site.
Cat Material Handlers:
Smartboom - significantly enhances operator comfort and job efficiency by reducing stress and vibrations transmitted to the machine. Loading is more productive and more fuel efficient.
Machine/Operator Safety Technology:
Machine Security System - Gives you control over who can operate your machines and when. Prevents theft.
Seat Belt Reminder - Cost effective safety upgrade that significantly improves operator safety.
Cat Detect for Personnel - Alert ground crews in close proximity to mobile equipment.
Cat Detect for Personnel sounds an immediate, unique alert that cuts through the white noise of engines, generators, cell phones and job site chatter to protect ground workers from equipment backing incidents.
Cat Command - Remote control in operations where an operator could be at safety risk.
Whether you're looking to add technology to your current machine, or want new ways to get more value out of the technology on your equipment, we have options for you. *
Bid Number: RFP 020223 Vendor Name: Caterpillar Inc
DocuSign Envelope ID: 7FBA555D-2590-4D87-A3EF-7DEA989EAD85 DocuSign Envelope ID: FC9F9D33-278C-48EA-BCBB-11FDFA91D43C 134
42 Describe any “green” initiatives
that relate to your company or to
your products or services, and
include a list of the certifying
agency for each.
Caterpillar shares the concerns of governments and the public about the risks of climate change and supports global efforts to mitigate its impact. We are committed to contributing to a reduced-carbon future.
We demonstrate this in many ways including through our significant progress in reducing greenhouse gas (GHG) emissions from our operations and our continued investment in new products, technologies and services.
Caterpillar is engineering a brighter future through:
- Product innovations
- Advanced technologies leveraging know-how and R&D
- Usage of renewable fuels and fluids
- Solutions to improve jobsite efficiency
- Maintenance solutions
- Manufacturing operations’ carbon efficiency
Caterpillar's long-standing commitment to sustainability inspires us to set and achieve meaningful environmental, social and governance (ESG) goals and develop innovative products, technologies and services to support our customers on their sustainability journey.
Caterpillar is fully committed to our customers’ success by not only the design and manufacture of durable, reliable, innovative and rebuildable construction equipment, but also through our extensive and unmatched dealer network that provides you the best service and support to keep your equipment running, regardless of the environment or challenges.
We consider this as we work toward a vision of a world in which people's basic needs - such as shelter, clean water, education, and reliable energy - are fulfilled. We provide work environments, products, services, and solutions that make productive and efficient use of resources as we strive to achieve our vision. We believe this commitment supports the enduring success of our customers, stockholders, dealers, and our people.
Caterpillar is a proud 22-year member of the Dow Jones Sustainability Indices, including both the World and North America Indices. The annuals DJSI process follows a best-inclass approach, evaluating numerous corporate economic, environmental, and social performance factors.
For more on sustainability please visit our full report attached in the Financial and Stability attachment section.
*
43 Identify any third-party issued ecolabels, ratings or certifications that your company has received for
the equipment or products
included in your Proposal related
to energy efficiency or
conservation, life-cycle design
(cradle-to-cradle), or other
green/sustainability factors.
Plants certified with IDO 14001:2004 Environmental Management System include:
1) Anchor Coupling - Goldsboro NC, ISO 14001:2004- Sept 2018 2) Anchor Coupling - Menominee - ISO 14001: 2015 - Jan. 2021 3) Gen Sets - Newberry 0 ISO 14001:2004 - Nov. 2017
4) Mapleton - 14001:2004 self-certification issued Jan 2013 5) Reman Services - Corinth MS - ISO 14001-2015- Sept. 2021 6) Reman Services - Franklin - ISO 14001:2004-May 2017
*
Bid Number: RFP 020223 Vendor Name: Caterpillar Inc
DocuSign Envelope ID: 7FBA555D-2590-4D87-A3EF-7DEA989EAD85 DocuSign Envelope ID: FC9F9D33-278C-48EA-BCBB-11FDFA91D43C 135
44 Describe any Women or Minority
Business Entity (WMBE), Small
Business Entity (SBE), or veteran
owned business certifications that
your company or hub partners
have obtained. Upload
documentation of certification (as
applicable) in the document
upload section of your response.
Caterpillar has long drawn on the diversity of its people as a source of innovation and competitive advantage. We are proud that our people come from across the globe, with diverse backgrounds, experiences and perspectives. Despite our differences – in geography, culture, language and business – we are one Caterpillar, one company united by these common principles with a shared commitment to the highest standards of conduct.
For example: Foley Equipment, a Cat dealer, with territory primarily in Kansas and Missouri, is woman owned. In addition to Foley equipment, there are 31 other women in our North American dealer network who hold the titles of President, Vice President or Director.
One of the more recognized initiatives within Caterpillar's Global Supply Network Division is the Caterpillar Inc. Proprietary Information Supplier Diversity Program which spurs economic growth by increasing business opportunities to minority-owned, women-owned, veteran and service disabled veteran-owned, small disadvantaged businesses and those certified in HUBZones, all while ensuring expectations are met with regards to quality, velocity, capacity, and cost. Currently more than 37% of our direct and indirect purchasing is conducted with suppliers in these categories.
Caterpillar is a proud member of the National Minority Supplier Development Council (NMSDC). We also use the System for Aware Management (SAM), SBA, and NMSDC databases to locate SDB, VOSB, SDVOSB and HUBZone suppliers.
Supplier Diversity is discussed with Global Supply Network Division leadership during the Monthly Operating Results Review meetings. This in turn forces accountability for supplier inclusion by measuring drivers, such as the number of sourcing projects, which include Divers Suppliers and the values of the projects in which they participate. The goal is to create greater transparency to determine which teams are creating inclusive environments and which are not.
For more detail, please see our attached 2021 Global Diversity & Inclusion Report in the Additional Documents folder.
*
Bid Number: RFP 020223 Vendor Name: Caterpillar Inc
DocuSign Envelope ID: 7FBA555D-2590-4D87-A3EF-7DEA989EAD85 DocuSign Envelope ID: FC9F9D33-278C-48EA-BCBB-11FDFA91D43C 136
45 What unique attributes does your
company, your products, or your
services offer to Sourcewell
participating entities? What makes
your proposed solutions unique in
your industry as it applies to
Sourcewell participating entities?
BEST OVERALL VALUE / LOWEST LIFE CYCLE COST:
Cat products deliver the best value for the money. While we rarely have the lowest initial purchase price, we are happy to demonstrate to customers that our machines offer the lowest overall owning and operating costs when factors such as fuel efficiency, repair frequency, productivity, and resale value are factored in. We believe that government agencies are tasked to be the best stewards of taxpayer funds and our products can prove that they are the best solution. Sourcewell members are in the best position to allow these discussions to take place in contrast to a local bid situation where the focus is often only on initial price.
CAT SAFETY SERVICES / SAFETY FEATURES:
In addition to the tangible, measurable aspects of the life cycle cost equation, we also bring our focus on safety to every product that we manufacture. Quantifying a human life or debilitating injury is impossible, but each machine has industry-leading features that strive to minimize the possibility for accidents.
In addition to built-in safety features, we also offer products and services that are unique in the industry.
Cat Safety Services include, but are not limited to, the following:
Safety Perception Survey - Used to establish a baseline safety-culture assessment by measuring employee perceptions and gaps in beliefs between management and employees on the front line across 20 Safety Culture Indicators.
Safety Leadership Assessment - Used to measure individual safety leadership capability around four domains of safety leadership.
Worksite Assessment - Compares onsite observations of safety practices and employee interview data to the documented processes and procedures.
Continuous Improvement Process - Involving all levels of the organization to generate engagement, involvement, and ownership in the safety improvement process.
Training - can be conducted with e-learning courses on http://safelyhome.cat.com, instructor led
training products or as Supplier-facilitated workshops. Topics available include, but are not limited to, safety culture, effective communication, supervisor safety training, recognition, etc.
Fleet Management & Services through Caterpillar Job Site Solutions:
We leverage the power of Caterpillar and our dealers by designing innovative solutions that solve customer problems and that have a positive impact on their bottom line. We approach each site differently, striving to deliver exactly what’s needed — no more, no less.
Every solution includes a unique mix of Caterpillar and dealer capabilities using industry best products, technology, services and expertise necessary to meet the customer’s definition of success. The goal is to leave customers better off tomorrow than they are today.
Details on products and services are available at www.cat.com/safety. More information can be found in the additional document section. Pricing can be found in the pricing document section.
*
Bid Number: RFP 020223 Vendor Name: Caterpillar Inc
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Table 9: Warranty
Describe in detail your manufacturer warranty program, including conditions and requirements to qualify, claims procedure, and overall structure. You may upload representative samples of your warranty materials (if applicable) in the document upload section of your response in addition to responding to the questions below.
Line
Item Question Response *
46 Do your warranties cover all products, parts, and
labor?
Caterpillar has extensive warranty coverage. Please see our warranty statements attached in the warranty information documents. *
47 Do your warranties impose usage restrictions or
other limitations that adversely affect coverage?
Please see applicable warranty statements in the attached documents. * 48 Do your warranties cover the expense of
technicians’ travel time and mileage to perform
warranty repairs?
Caterpillar does not cover travel time and mileage. Dealer service territories vary considerably from state to state as do their policies about travel time and mileage during the warranty period.
*
49 Are there any geographic regions of the United
States or Canada (as applicable) for which you
cannot provide a certified technician to perform
warranty repairs? How will Sourcewell
participating entities in these regions be provided
service for warranty repair?
One of our key differentiating strengths is our ability to service equipment regardless of where it is located. Please see applicable warranty statements in the attached documents. *
50 Will you cover warranty service for items made by
other manufacturers that are part of your proposal,
or are these warranties issues typically passed on
to the original equipment manufacturer?
Warranty service for machines ordered from a Caterpillar facility are generally provided by Caterpillar and performed by Cat dealers. Some items, such as tires, are covered under their manufacturers' warranties. *
51 What are your proposed exchange and return
programs and policies?
Please see applicable warranty statements in the attached documents. * 52 Describe any service contract options for the
items included in your proposal.
We have a large variety of service contract options which can all be customized according to customer needs. Below are just two examples.
More solutions are available and we encourage members and dealers to explore all options.
1) Equipment Protection Plans (EPP): After the initial warranty period ends, members may choose to purchase additional protection plans to reduce their exposure to unplanned costs. These policies are written based on months and hours of operation. There are four standard levels of coverage:
1) Powertrain
2) Powertrain + Hydraulics
3) Powertrain + Hydraulics + Technology
4) Premier
A description of all these options is included in the attached Equipment Protection Plans document. EPP can be purchased at the same time as the machine purchase, or anytime before the standard warranty expires. 2) Customer Value Agreements (CVA's):
A member may choose to enter into an agreement with their Cat dealer to perform routine maintenance and/or repairs. These contracts are customizable based on member needs.
The selling Cat dealer can take responsibility for some or all the required service and maintenance needs to allow the agency to gain efficiency by focusing on the performance demands more than maintenance. CVA's are a useful tool to manage expenses. CVAs can be purchased at the same time as the machine purchase, or anytime after. Cat Financial also offers CVAs, which can be performed by Cat dealers in the United States, and are particularly helpful for customers who move their machine fleet to multiple locations which may have different servicing Cat dealers. *
Bid Number: RFP 020223 Vendor Name: Caterpillar Inc
DocuSign Envelope ID: 7FBA555D-2590-4D87-A3EF-7DEA989EAD85 DocuSign Envelope ID: FC9F9D33-278C-48EA-BCBB-11FDFA91D43C 138
Table 10: Payment Terms and Financing Options
Line
Item Question Response *
53 Describe your payment terms and accepted payment
methods.
Cat dealers are independently owned businesses. As such their payment terms and accepted payment methods vary, but all will be stated on individual invoices. The most common terms are net 30. *
54 Describe any leasing or financing options available for use by educational or governmental entities.
We offer both leasing and financing options to governmental members of Sourcewell at rates lower than available to the general public.
Caterpillar has its own financing arm, Cat Financial.
Cat Financial was founded in 1981 and serves Cat customers and dealers. With over 1,900 employees, Cat Financial is active in more than 40 countries covering more than 148,000 customers worldwide.
Cat Financial offers you a complete solution for your acquisition needs:
- Equipment & Attachments
- Parts
- Service
- Rebuilds
Financial products are aligned and customized with the project and work site requirements such as operating lease, loan or finance lease.
Find more information from Cat Financial here:
https://www.catfinancial.com/en_US.html/
*
55 Describe any standard transaction documents that you propose to use in connection with an awarded contract
(order forms, terms and conditions, service level
agreements, etc.). Upload a sample of each (as
applicable) in the document upload section of your
response.
Cat dealers are independently owned businesses. As such their standard transaction documents will vary.
*
56 Do you accept the P-card procurement and payment
process? If so, is there any additional cost to Sourcewell participating entities for using this process?
Because Cat dealers will be receiving payments directly from members, accepting P-card procurement will be at their discretion.
Many dealers do accept this method without additional fees. Some have limitations on the amount that can be processed.
*
Bid Number: RFP 020223 Vendor Name: Caterpillar Inc
DocuSign Envelope ID: 7FBA555D-2590-4D87-A3EF-7DEA989EAD85 DocuSign Envelope ID: FC9F9D33-278C-48EA-BCBB-11FDFA91D43C 139
Table 11: Pricing and Delivery
Provide detailed pricing information in the questions that follow below. Keep in mind that reasonable price and product adjustments can be made during the term of an awarded Contract as described in the RFP, the template Contract, and the Sourcewell Price and Product Change Request Form.
Line
Item Question Response *
57 Describe your pricing model (e.g., line-item discounts or product-category discounts). Provide detailed pricing data (including standard or list pricing and the Sourcewell
discounted price) on all of the items that you want
Sourcewell to consider as part of your RFP response. If applicable, provide a SKU for each item in your proposal.
Upload your pricing materials (if applicable) in the
document upload section of your response.
We offer a deep list discount off the current Caterpillar machine and work tool list prices to all Sourcewell members. We have provided base machine list pricing in the document pricing section.
Base machines must be properly configured with other mandatory and optional items from the price list before they are considered operational. For the execution of the agreement we will ask our Cat dealer and Sourcewell member to use the Caterpillar price list that is current at the time of the quote. Dealers, in consultation with the member, will configure the machine to the desired specifications and apply the stated list discount to that configured list price amount. Dealer and members should remember to factor in any expected price increases if a machine will be built to order. The pricing document, in the applicable pricing document attachment section, shows the list discount offered for each new machine.
Additionally, we are pleased to offer a list discount of 15% off all products and consulting services under Cat Safety Services. *
58 Quantify the pricing discount represented by the pricing proposal in this response. For example, if the pricing in your response represents a percentage discount from
MSRP or list, state the percentage or percentage range.
Pricing in this proposal is a percentage discount from list on current machine and work tools list prices. Our discount range varies between 10 - 26% off of the list price depending on the product family or model.
*
59 Describe any quantity or volume discounts or rebate
programs that you offer.
Our dealers are empowered to consider purchase order volume, repeat purchases, etc. They may offer members additional discounts and /or services at their discretion.
*
60 Propose a method of facilitating “sourced” products or related services, which may be referred to as “open
market” items or “nonstandard options”. For example, you may supply such items “at cost” or “at cost plus a
percentage,” or you may supply a quote for each such
request.
Sourced goods / Open Market Items are available to members from Cat dealers. The prices for these good or services will represent fair marketing value and will be determined between the member and the selling dealer. We encourage our dealers and members to use these options as it facilitates complimentary products and streamlines the procurement process. Customers and dealers are responsible for including their Sourcewell member numbers on all documentation related to these purchases. Caterpillar Inc. is not a party to these sales and is exempted from including them in quarterly reports.
For audits, inclusion of a customer's Sourcewell member number on the PO and /or invoice shall be deemed sufficient.
*
61 Identify any element of the total cost of acquisition that is NOT included in the pricing submitted with your response.
This includes all additional charges associated with a
purchase that are not directly identified as freight or shipping charges. For example, list costs for items like predelivery inspection, installation, set up, mandatory training, or initial inspection. Identify any parties that impose such costs and their relationship to the Proposer.
Machines are unique in their requirements for preparation prior to use. Some may require local final assembly due to their large size others may have locally installed options (fire suppression, beacons, auto lube systems for example). When a dealer issues a quote for a machine, any dealer costs (like pre-delivery inspection, installation, set up, training, etc.) will be itemized separately and are not subject to the Caterpillar list discount for Sourcewell members. *
62 If freight, delivery, or shipping is an additional cost to the Sourcewell participating entity, describe in detail the complete freight, shipping, and delivery program.
There is no additional cost to members who choose to pick up their machines from the Cat dealer. Dealers may charge fees for delivery to the Sourcewell member's location.
*
63 Specifically describe freight, shipping, and delivery terms or programs available for Alaska, Hawaii, Canada, or any
offshore delivery.
Just as for members in the 48 contiguous states, there is no additional cost to members who choose to pick up their machine from their Cat dealer. Dealers may charge fees for delivery to the Sourcewell members' location.
*
64 Describe any unique distribution and/or delivery methods or options offered in your proposal.
Machines are large purchases and if there are unique Sourcewell member requirements our dealers will be happy to discuss on a case by case basis.
*
Bid Number: RFP 020223 Vendor Name: Caterpillar Inc
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Table 12: Pricing Offered
Line
Item The Pricing Offered in this Proposal is: * Comments 65 b. the same as the Proposer typically offers to GPOs, cooperative procurement organizations, or state purchasing departments.
Caterpillar wants to provide
the governmental customer
the best list discount possible
to allow them to be good
stewards of tax-payers funds.
We want our governmental
customers to have the ability
to choose which cooperative
contract better fits their needs.
Table 13: Audit and Administrative Fee
Line
Item Question Response *
66 Specifically describe any self-audit process or program that you plan to employ to verify compliance with your proposed Contract with Sourcewell. This process includes ensuring that Sourcewell participating entities obtain the proper pricing, that the Vendor reports all sales under the Contract each quarter, and that the Vendor remits the proper administrative fee to Sourcewell. Provide sufficient detail to support your ability to report quarterly sales to Sourcewell as described in the Contract template.
We plan to continue our very robust process to ensure
reporting speed, accuracy, and contract compliance.
Caterpillar and Cat dealers have very close and trusting relationships. Cat dealers are long-established, and the current process (under contract #032119-CAT) is working well. 1) To ensure pricing accuracy, we maintain our current
Sourcewell customer discount sheet on our dealer facing pricing pages. Dealers integrate these numbers automatically in their quoting software.
2) To ensure new machines and work tool sales are
recorded properly, we use our post-sale credit system. In a nutshell, this means that we corporately support the pricing offered in this contract at a level below what's available to other customers. To receive this additional monetary support after the machine is delivered, dealers must supply the member's name, address, and member number. There is no
additional burden or cost to our dealers to use the
Sourcewell contract and this is part of the reason for their high engagement and our high reporting accuracy.
3) At month end, we gather the new machine and work tool sales data attributed to Sourcewell and aggregate it for our reporting.
4) After quarter end, we will send the quarterly sales report and administration fee payment to Sourcewell for all items that are subject to the administrative fee.
*
67 If you are awarded a contract, provide a few examples of internal metrics that will be tracked to measure whether you are having success with the contract.
We regularly track the % of sales that are sold using a cooperative contract. We will continue this practice if we are awarded a contract for RFP 020223.
*
68 Identify a proposed administrative fee that you will pay to Sourcewell for facilitating, managing, and promoting the Sourcewell Contract in the event that you are awarded a Contract. This fee is typically calculated as a percentage of Vendor’s sales under the Contract or as a per-unit fee; it is not a line-item addition to the Member’s cost of goods. (See the RFP and template Contract for additional details.)
Per amendment #1 to Contract #032119-CAT, we will be
pleased to offer an administrative fee of 0.33% of
Caterpillar's list price for each piece of new equipment and serialized work tools purchased by Sourcewell's Participating Entities. Caterpillar will pay this fee and will not ask dealers or members to pay the fee.
*
Bid Number: RFP 020223 Vendor Name: Caterpillar Inc
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Table 14A: Depth and Breadth of Offered Equipment Products and Services Line
Item Question Response *
69 Provide a detailed description of the
equipment, products, and services that you
are offering in your proposal.
The Cat equipment product line, consisting of more than 300 machines, sets the standard for our industry. We plan to help you meet your needs with our equipment, with our distribution and product support system, and the continual introduction and updating of products.
Caterpillar is pleased to offer a wide variety of products for Sourcewell members.
These products include some from the previously submitted RFP 011723, while excluding paving products, equipment, and services awarded on 060122-CAT. The equipment, products, and services for offered for RFP 020223 include:
- Cat Backhoe Loaders (9 models offered)
- Cat Compact Track Loader (7 models offered)
- Cat Skid Steer Loader (7 models offered)
- Cat Track Hydraulic Excavator (34 models offered)
- Cat Wheel Hydraulic Excavator (7 models offered)
- Cat Forestry (4 models offered)
- Cat Telehandlers (8 models offered)
- Cat Track Type Tractors (3 models offered)
- Cat Track Loaders (3 models offered)
- Cat Wheel Loaders (19 models offered)
- Cat Material Handlers (3 models offered)
- Cat Landfill Compactors (3 models offered)
- Product offerings by model and discount can be found in the pricing attachment within the applicable proposal pricing section.
Services and support include:
- Cat Attachments (Worktools)
- Cat Technology
- Cat Safety Services
- Cat Job Site Solutions
- Product offerings by model and discount can be found in the pricing attachment within the applicable proposal pricing section.
- Services and support brochures can be found in the additional documents section by name of offering.
For more detailed information on each of these products/offerings see the following website: https://www.cat.com/en_US.html
*
70 Within this RFP category there may be
subcategories of solutions. List subcategory
titles that best describe your products and
services.
N/A
*
Bid Number: RFP 020223 Vendor Name: Caterpillar Inc
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Bid Number: RFP 020223 Vendor Name: Caterpillar Inc
Table 148: Depth and 8readth of Offered Equipment Products and Services Indicate below if the listed types or classes of equipment, products, and services are offered within your proposal. Provide additional comments in the text box provided, as necessary.
Line
Item Category or Type Offered * Comments
71 Wheeled, tracked, and backhoe loaders; Yes
No
Manufactured by Caterpillar. Offerings
listed in applicable pricing attachment
section.
*
72 Skidsteers; Yes
No
Manufactured by Caterpillar. Offerings
listed in applicable pricing attachment
section.
*
73 Mini excavators; Yes
No
Manufactured by Caterpillar. Offerings
listed in applicable pricing attachment
section.
*
74 Telehandlers; Yes
No
Manufactured by Caterpillar. Offerings
listed in applicable pricing attachment
section.
*
75 Soil compaction and site preparation
equipment
Yes
No
Manufactured by Caterpillar. Offerings
listed in applicable pricing attachment
section.
*
Exceptions to Terms, Conditions, or Specifications Form Only those Proposer Exceptions to Terms, Conditions, or Specifications that have been accepted by Sourcewell have been incorporated into the contract text.
Documents
Ensure your submission document(s) conforms to the following:
1. Documents in PDF format are preferred. Documents in Word, Excel, or compatible formats may also be provided.
2. Documents should NOT have a security password, as Sourcewell may not be able to open the file. It is your sole responsibility to ensure that the uploaded document(s) are not either defective, corrupted or blank and that the documents can be opened and viewed by Sourcewell.
3. Sourcewell may reject any response where any document(s) cannot be opened and viewed by Sourcewell.
4. If you need to upload more than one (1) document for a single item, you should combine the documents into one zipped file. If the zipped file contains more than one (1) document, ensure each document is named, in relation to the submission format item responding to. For example, if responding to the Marketing Plan category save the document as "Marketing Plan." Pricing - Pricing.zip - Tuesday January 31, 2O23 14:O5:38 Financial Strength and Stability - Fin Strength and Stability.zip - Tuesday January 31, 2O23 O9:2O:54 Marketing Plan/Samples - Marketing Plan.zip - Tuesday January 31, 2O23 O9:23:O4 WMBE/MBE/SBE or Related Certificates (optional)
Warranty Information - Warranty Combined.pdf - Tuesday January 31, 2O23 O9:21:38 Standard Transaction Document Samples (optional)
Upload Additional Document - Additional Documents.zip - Wednesday February O1, 2O23 17:O5:29 DocuSign Envelope ID: 7FBA555D-2590-4D87-A3EF-7DEA989EAD85 DocuSign Envelope ID: FC9F9D33-278C-48EA-BCBB-11FDFA91D43C 143
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Addenda, Terms and Conditions
PROPOSER AFFIDAVIT AND ASSURANCE OF COMPLIANCE
I certify that I am the authorized representative of the Proposer submitting the foregoing Proposal with the legal authority to bind the Proposer to this Affidavit and Assurance of Compliance:
1. The Proposer is submitting this Proposal under its full and complete legal name, and the Proposer legally exists in good standing in the jurisdiction of its residence.
2. The Proposer warrants that the information provided in this Proposal is true, correct, and reliable for purposes of evaluation for contract award.
3. The Proposer, including any person assisting with the creation of this Proposal, has arrived at this Proposal independently and the Proposal has been created without colluding with any other person, company, or parties that have or will submit a proposal under this solicitation; and the Proposal has in all respects been created fairly without any fraud or dishonesty. The Proposer has not directly or indirectly entered into any agreement or arrangement with any person or business in an effort to influence any part of this solicitation or operations of a resulting contract; and the Proposer has not taken any action in restraint of free trade or competitiveness in connection with this solicitation. Additionally, if Proposer has worked with a consultant on the Proposal, the consultant (an individual or a company) has not assisted any other entity that has submitted or will submit a proposal for this solicitation.
4. To the best of its knowledge and belief, and except as otherwise disclosed in the Proposal, there are no relevant facts or circumstances which could give rise to an organizational conflict of interest. An organizational conflict of interest exists when a vendor has an unfair competitive advantage or the vendor’s objectivity in performing the contract is, or might be, impaired.
5. The contents of the Proposal have not been communicated by the Proposer or its employees or agents to any person not an employee or legally authorized agent of the Proposer and will not be communicated to any such persons prior to Due Date of this solicitation.
6. If awarded a contract, the Proposer will provide to Sourcewell Participating Entities the equipment, products, and services in accordance with the terms, conditions, and scope of a resulting contract.
7. The Proposer possesses, or will possess before delivering any equipment, products, or services, all applicable licenses or certifications necessary to deliver such equipment, products, or services under any resulting contract.
8. The Proposer agrees to deliver equipment, products, and services through valid contracts, purchase orders, or means that are acceptable to Sourcewell Members. Unless otherwise agreed to, the Proposer must provide only new and first-quality products and related services to Sourcewell Members under an awarded Contract.
9. The Proposer will comply with all applicable provisions of federal, state, and local laws, regulations, rules, and orders.
10. The Proposer understands that Sourcewell will reject RFP proposals that are marked "confidential" (or "nonpublic," etc.), either substantially or in their entirety. Under Minnesota Statutes Section 13.591, subdivision 4, all proposals are considered nonpublic data until the evaluation is complete and a Contract is awarded. At that point, proposals become public data. Minnesota Statutes Section 13.37 permits only certain narrowly defined data to be considered a "trade secret," and thus nonpublic data under Minnesota's Data Practices Act.
11. Proposer its employees, agents, and subcontractors are not:
1. Included on the “Specially Designated Nationals and Blocked Persons” list maintained by the Office of Foreign Assets Control of the United States Department of the Treasury found at: https://www.treasury.gov/ofac/downloads/sdnlist.pdf;
2. Included on the government-wide exclusions lists in the United States System for Award Management found at:
https://sam.gov/SAM/; or
3. Presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from programs operated Bid Number: RFP 020223 Vendor Name: Caterpillar Inc
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by the State of Minnesota; the United States federal government or the Canadian government, as applicable; or any Participating Entity. Vendor certifies and warrants that neither it nor its principals have been convicted of a criminal offense related to the subject matter of this solicitation.
By checking this box I acknowledge that I am bound by the terms of the Proposer’s Affidavit, have the legal authority to submit this Proposal on behalf of the Proposer, and that this electronic acknowledgment has the same legal effect, validity, and enforceability as if I had hand signed the Proposal. This signature will not be denied such legal effect, validity, or enforceability solely because an electronic signature or electronic record was used in its formation. - Sean Egel, Sales Consultant, Caterpillar Inc.
The Proposer declares that there is an actual or potential Conflict of Interest relating to the preparation of its submission, and/or the Proposer foresees an actual or potential Conflict of Interest in performing the contractual obligations contemplated in the bid.
Yes No
The Bidder acknowledges and agrees that the addendum/addenda below form part of the Bid Document.
Check the box in the column "I have reviewed this addendum" below to acknowledge each of the addenda.
File Name
I have reviewed the
below addendum and
attachments (if
applicable)
Pages
Addendum_4_Medium_Duty_and_Compact_Construction_Eqpt_RFP_020223 Tue January 24 2023 02:56 PM
2 Addendum_3_Medium_Duty_and_Compact_Construction_Eqpt_RFP_020223 Tue January 3 2023 11:29 AM
1 Addendum_2_Medium_Duty_and_Compact_Construction_Eqpt_RFP_020223 Tue December 27 2022 03:08 PM
1 Addendum_1_Medium_Duty_and_Compact_Construction_Eqpt_RFP_020223 Mon December 12 2022 04:08 PM
1 Bid Number: RFP 020223 Vendor Name: Caterpillar Inc
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TM-20-01077
SOURCEWELL TRADEMARK LICENSE ADDENDUM
This Addendum is by and between SOURCEWELL, 202 – 12th Street NE, PO Box 219, Staples, Minnesota 56479 (“Sourcewell”) and Caterpillar Inc., having its principal place of business at 5212 N. O’Connor Blvd., Suite 1100, Irving, TX 75039, and offices at 100 NE Adams Street, Peoria, Illinois, 61629 (“Caterpillar” or “Vendor”). Sourcewell and Caterpillar may be referred to in this Agreement as a “Party” and collectively as the “Parties.”
The Parties maintain a contractual relationship for Vendor to provide equipment, products, or services to Sourcewell’s cooperative purchasing contracts as follows:
Sourcewell Contract 020223 – CAT (Solicitation Number: 020223) Sourcewell and Vendor each own all right, title, and interest in their respective names, trademarks, service marks, related logos, and all other rights in the names, designs, likenesses and visual representations thereof (“Licensed Trademarks”), and desire to grant each other a royalty-free license to use certain Licensed Trademarks owned by the other Party under the terms and conditions set forth herein.
ARTICLE I: GRANT OF LICENSE
A. GRANT OF LICENSE. During the term of the Contract:
1. Sourcewell grants to Vendor a royalty-free, worldwide, non-exclusive right and license to use Sourcewell’s Licensed Trademarks provided to Vendor by Sourcewell in advertising and promotional materials for the purpose of marketing Sourcewell’s relationship with Vendor.
2. Vendor grants to Sourcewell a royalty-free, worldwide (except for those jurisdictions that are prohibited by applicable Anti-Corruption and International Trade Laws), non-exclusive right and license to use Vendor’s Licensed Trademarks provided to Sourcewell by Vendor in advertising and promotional materials for the purpose of marketing Vendor’s relationship with Sourcewell. “Anti-Corruption and International Trade Laws” means all statutes, regulations, rules, executive orders, supervisory requirements, directives, ordinances, circulars, opinions, interpretive letters, and official releases of or by any government, or any authority, department or agency thereof or selfregulatory organization related to bribery, fraud, corruption, or international trade.
3. The Parties agree that each is the owner of all rights, including without limitation common law rights and goodwill, in relation to their respective Licensed Trademarks, and that any goodwill derived from the use of Licensed Trademarks by the other Party shall inure to the owner of the respective Licensed Trademarks.
B. LIMITED RIGHT OF SUBLICENSE. The rights and licenses granted herein includes a limited right of each Party to grant sublicenses to its and their respective distributors, marketing representatives, and agents (collectively “Permitted Sublicensees”) in advertising and promotional materials for the purpose of marketing the Contract. Any sublicense granted will be subject to the terms and conditions of this Addendum. Each Party will be responsible for any breach of this Article by any of their respective sublicensees.
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C. USE; QUALITY CONTROL.
1. Neither Party may alter the other Party’s Licensed Trademarks from the form provided by the other Party and must comply with the other Party’s removal requests as to specific uses of its Licensed Trademarks.
2. Each Party agrees to use, and to cause its Permitted Sublicensees to use, the other Party’s Licensed Trademarks only in good faith and in a dignified manner consistent with such Party’s use of the Licensed Trademarks. Upon written notice to the breaching Party, the breaching Party or their Permitted Sublicensees have thirty (30) days of the date of the written notice to cure the breach or the license will be terminated.
3. Beyond what is permitted in this Addendum, neither Party will:
a. attempt to register, or register any trademark, service mark, symbol, logo, get-up or device which is confusingly similar to any of the other Party’s Licensed Trademarks in any jurisdiction;
b. represent that it has any rights of any nature in the Licensed Trademarks other than those enjoyed under the terms of this Agreement;
c. use the other Party’s trademarks, service marks or copyrights, translations thereof or marks similar thereto, as part of its corporate name, trade name or a d/b/a name, favicons, social media names/handles, email addresses, email extensions, or domain names without prior written approval from the other Party; or d. use the other Party’s trade names, trademarks, or service marks on any collateral business materials (e.g., business cards, letterhead, invoices, pens, notepads, fax cover sheets, etc.), unless otherwise approved in writing by the other Party.
ARTICLE II: TERM, TERMINATION, AND MISCELLANEOUS.
A. EFFECTIVE DATE. This Addendum is effective upon the date of the final signature below.
B. TERMINATION. Unless earlier terminated in accordance with this Article, this Addendum expires immediately upon the expiration or termination of the Contract.
1. Termination for Convenience. This Addendum may be terminated by either Party at any time upon ninety (90) days’ prior written notice to the other Party.
2. Termination for Breach. This Addendum may be terminated by either Party upon a breach of the terms of this Addendum by the other Party, upon written notice of breach to the breaching Party, and only if such breach is not cured within thirty (30) days of the date of the written notice.
3. Effect of Termination. Upon the termination of this Addendum for any reason, each Party will have thirty (30) days to, and require its Permitted Sublicensees to, remove all Licensed Trademarks from signage, websites, and the like bearing the other Party’s name or logo DocuSign Envelope ID: 7FBA555D-2590-4D87-A3EF-7DEA989EAD85 DocuSign Envelope ID: FC9F9D33-278C-48EA-BCBB-11FDFA91D43C 147
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(excepting Sourcewell’s pre-printed catalog of vendors which may be used until the next printing). Vendor must return all marketing and promotional materials, including signage, provided by Sourcewell, or dispose of it according to Sourcewell’s written directions.
4. Miscellaneous. The terms and conditions of this Addendum shall have no effect on the terms and conditions of any other trademark licenses signed by the Parties.
All other terms of the Contract remain in full force and effect, unless otherwise terminated.
SOURCEWELL
By: _________________
Name:
Title:
Date:
Caterpillar Inc.
By: _________________
Name:
Title:
Date:
DocuSign Envelope ID: 7FBA555D-2590-4D87-A3EF-7DEA989EAD85 DocuSign Envelope ID: FC9F9D33-278C-48EA-BCBB-11FDFA91D43C Jeremy Schwartz
Director of Operations and Procurement/CPO
5/24/2023 | 2:46 PM CDT
Patrick Kearns
5/24/2023 | 12:47 PM PDT
Vice President Sales & Marketing - North America
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